+95.8%
TXN vs UAL
+16.4%
+79.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.0% | +6.9% | +2.5% |
| 7D | +12.3% | +0.7% | +11.7% | +12.0% |
| 30D | +9.1% | +7.8% | +1.3% | +6.8% |
| 3M | +13.5% | -11.1% | +24.6% | +16.4% |
| 6M | +6.9% | +16.1% | -9.2% | +2.4% |
| YTD | +84.0% | -0.5% | +84.5% | +79.8% |
| 1Y | +95.8% | +11.3% | +84.5% | +78.3% |
| All | +95.8% | +16.4% | +79.4% | +78.3% |
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