+25.4%
UAL vs DRI
+31.8%
-6.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +12.5% | +4.2% | +8.2% | +10.4% |
| 30D | +12.2% | +15.7% | -3.5% | +5.1% |
| 3M | -2.6% | +5.8% | -8.3% | -5.2% |
| 6M | +21.1% | +18.4% | +2.6% | +10.0% |
| YTD | +7.8% | +28.2% | -20.4% | -7.0% |
| 1Y | +25.4% | +35.9% | -10.5% | +2.1% |
| All | +25.4% | +31.8% | -6.4% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling