+802.8%
TEAM vs UAL
+89.7%
+713.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.1% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +67.3% | -16.1% | +83.4% | +73.0% |
| 3M | +86.8% | +6.1% | +80.6% | +83.3% |
| 6M | +146.8% | +10.8% | +136.0% | +137.9% |
| YTD | +16.9% | -0.4% | +17.3% | +15.0% |
| 1Y | +12.8% | +5.0% | +7.8% | +9.3% |
| 3Y | -7.3% | +124.0% | -131.3% | -24.7% |
| 5Y | -50.7% | +141.0% | -191.7% | -61.1% |
| 10Y | +529.8% | +118.0% | +411.8% | +350.8% |
| All | +802.8% | +89.7% | +713.0% | +647.6% |
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