+1.1%
TEL vs UAL
+5.0%
-3.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.2% |
| 7D | +3.0% | +0.7% | +2.3% | +2.6% |
| 30D | -3.9% | -16.1% | +12.2% | +1.7% |
| 3M | -5.1% | +6.1% | -11.2% | -7.7% |
| 6M | +0.6% | +10.8% | -10.2% | -5.1% |
| YTD | -7.3% | -0.4% | -6.9% | -10.4% |
| 1Y | +1.1% | +5.0% | -3.9% | -4.7% |
| All | +1.1% | +5.0% | -3.8% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling