+48.0%
TMUS vs UAL
+127.5%
-79.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.8% | -2.6% | +3.6% |
| 7D | +5.3% | +10.2% | -4.9% | +4.6% |
| 30D | +13.5% | +12.0% | +1.5% | +12.5% |
| 3M | -4.2% | -7.1% | +2.8% | -3.9% |
| 6M | -11.9% | +20.9% | -32.8% | -13.5% |
| YTD | -15.6% | +7.7% | -23.2% | -16.7% |
| 1Y | -16.8% | +23.6% | -40.3% | -19.1% |
| 3Y | +20.8% | +222.6% | -201.8% | -0.1% |
| 5Y | +48.0% | +127.9% | -79.9% | +26.4% |
| All | +48.0% | +127.5% | -79.5% | +26.4% |
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