+14.3%
UAL vs DOC
+21.7%
-7.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.3% | -4.4% |
| 7D | +5.0% | +6.2% | -1.2% | +2.6% |
| 30D | -1.2% | +6.5% | -7.7% | -3.7% |
| 3M | -16.8% | -6.2% | -10.5% | -14.8% |
| 6M | +18.0% | +25.6% | -7.6% | +8.2% |
| YTD | -1.2% | +32.1% | -33.3% | -9.0% |
| 1Y | +14.3% | +20.3% | -6.0% | +6.2% |
| All | +14.3% | +21.7% | -7.4% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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