+96.5%
UAL vs DRI
+339.9%
-243.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +2.3% | -0.7% | +3.0% | +2.9% |
| 30D | +13.3% | +14.7% | -1.4% | +2.6% |
| 3M | -6.3% | +5.4% | -11.7% | -10.5% |
| 6M | +22.5% | +18.8% | +3.7% | +6.5% |
| YTD | +5.9% | +28.4% | -22.5% | -13.8% |
| 1Y | +24.7% | +37.7% | -13.0% | -3.7% |
| 3Y | +211.6% | +68.0% | +143.6% | +102.7% |
| 5Y | +130.6% | +78.8% | +51.8% | +44.0% |
| 10Y | +96.5% | +334.2% | -237.7% | -31.0% |
| All | +96.5% | +339.9% | -243.4% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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