+50.7%
TEL vs UAL
+131.8%
-81.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.1% | -1.0% |
| 7D | -1.4% | +3.5% | -4.9% | -2.4% |
| 30D | -4.9% | -16.5% | +11.6% | -0.1% |
| 3M | +0.1% | +2.8% | -2.7% | -1.2% |
| 6M | +0.4% | +17.6% | -17.2% | -5.0% |
| YTD | -8.9% | -3.2% | -5.7% | -9.6% |
| 1Y | -0.3% | +0.4% | -0.7% | -2.5% |
| 3Y | +67.6% | +128.2% | -60.5% | +22.8% |
| 5Y | +50.7% | +137.7% | -87.1% | +2.8% |
| All | +50.7% | +131.8% | -81.1% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling