+106.2%
UAL vs DHI
+414.5%
-308.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.3% |
| 7D | -1.4% | -3.4% | +2.0% | +0.4% |
| 30D | -12.2% | -5.4% | -6.8% | -9.8% |
| 3M | -2.5% | -10.4% | +8.0% | +3.0% |
| 6M | +21.1% | -2.8% | +23.9% | +23.2% |
| YTD | -1.8% | -3.4% | +1.6% | -0.3% |
| 1Y | +0.4% | -22.9% | +23.3% | +13.1% |
| 3Y | +130.3% | +20.7% | +109.6% | +94.6% |
| 5Y | +147.7% | +62.1% | +85.5% | +71.1% |
| All | +106.2% | +414.5% | -308.3% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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