+631.8%
TEAM vs UAL
+92.1%
+539.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +2.0% | -18.2% | -16.6% |
| 7D | -19.8% | +8.2% | -28.0% | -21.3% |
| 30D | -21.5% | +2.3% | -23.8% | -22.1% |
| 3M | +39.5% | -12.7% | +52.2% | +42.4% |
| 6M | +73.1% | +12.7% | +60.4% | +66.8% |
| YTD | -5.2% | +0.8% | -6.0% | -7.4% |
| 1Y | -1.6% | +17.8% | -19.4% | -7.0% |
| 3Y | -11.4% | +206.7% | -218.1% | -32.2% |
| 5Y | -65.1% | +113.9% | -179.0% | -72.3% |
| 10Y | +471.3% | +97.0% | +374.3% | +327.9% |
| All | +631.8% | +92.1% | +539.7% | +501.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling