+25.4%
UAL vs D
+16.4%
+9.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +12.5% | +2.4% | +10.1% | +12.3% |
| 30D | +12.2% | +10.9% | +1.3% | +12.7% |
| 3M | -2.6% | +2.8% | -5.4% | -2.7% |
| 6M | +21.1% | +12.7% | +8.4% | +22.4% |
| YTD | +7.8% | +20.3% | -12.5% | +11.8% |
| 1Y | +25.4% | +17.1% | +8.3% | +30.5% |
| All | +25.4% | +16.4% | +9.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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