+73.7%
UAL vs DAR
+311.7%
-238.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.3% |
| 7D | -3.0% | +11.6% | -14.6% | -8.3% |
| 30D | +10.5% | -10.2% | +20.7% | +15.7% |
| 3M | -13.5% | -14.8% | +1.3% | -8.0% |
| 6M | +14.2% | -10.1% | +24.3% | +16.2% |
| YTD | -2.2% | +55.5% | -57.8% | -27.2% |
| 1Y | +12.5% | +61.7% | -49.2% | -18.3% |
| 3Y | +186.8% | +37.2% | +149.7% | +107.3% |
| 5Y | +119.4% | -26.9% | +146.3% | +118.6% |
| All | +73.7% | +311.7% | -238.0% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling