+241.4%
UAL vs DHI
+413.3%
-171.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.2% | -1.2% |
| 7D | +3.5% | -2.0% | +5.5% | +4.6% |
| 30D | -16.5% | -8.3% | -8.1% | -12.5% |
| 3M | +2.8% | -3.7% | +6.5% | +4.9% |
| 6M | +17.6% | -5.4% | +23.0% | +21.5% |
| YTD | -3.2% | -3.0% | -0.2% | -1.9% |
| 1Y | +0.4% | -23.8% | +24.3% | +14.8% |
| 3Y | +128.2% | +21.8% | +106.4% | +91.3% |
| 5Y | +137.7% | +59.6% | +78.1% | +65.1% |
| 10Y | +99.1% | +391.2% | -292.1% | -31.5% |
| All | +241.4% | +413.3% | -171.8% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling