+382.2%
TGT vs UAL
+246.2%
+135.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | 0.0% |
| 7D | +2.6% | +8.2% | -5.5% | +1.4% |
| 30D | +5.0% | +2.3% | +2.6% | +4.5% |
| 3M | +8.5% | -12.7% | +21.2% | +10.4% |
| 6M | +23.8% | +12.7% | +11.1% | +20.8% |
| YTD | +66.5% | +0.8% | +65.7% | +64.3% |
| 1Y | +84.9% | +17.8% | +67.1% | +78.0% |
| 3Y | +59.2% | +206.7% | -147.5% | +30.7% |
| 5Y | -27.2% | +113.9% | -141.1% | -38.4% |
| 10Y | +221.5% | +97.0% | +124.5% | +150.9% |
| All | +382.2% | +246.2% | +135.9% | +161.1% |
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 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