+71.9%
TEL vs UAL
+197.6%
-125.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | -0.2% |
| 7D | -2.8% | +8.2% | -11.0% | -4.9% |
| 30D | -4.1% | +2.3% | -6.4% | -4.8% |
| 3M | -3.4% | -12.7% | +9.3% | -0.3% |
| 6M | -3.5% | +12.7% | -16.2% | -7.3% |
| YTD | -8.0% | +0.8% | -8.8% | -9.9% |
| 1Y | -13.7% | +17.8% | -31.5% | -18.5% |
| 3Y | +71.9% | +206.7% | -134.8% | +24.1% |
| All | +71.9% | +197.6% | -125.7% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling