+206.7%
UAL vs DRI
+66.4%
+140.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.1% | +2.6% |
| 7D | +8.2% | +2.8% | +5.3% | +6.6% |
| 30D | +2.3% | +13.3% | -10.9% | -4.7% |
| 3M | -12.7% | +8.2% | -20.9% | -17.0% |
| 6M | +12.7% | +17.5% | -4.9% | +1.3% |
| YTD | +0.8% | +26.9% | -26.1% | -14.1% |
| 1Y | +17.8% | +31.6% | -13.8% | -2.1% |
| 3Y | +206.7% | +67.0% | +139.7% | +120.5% |
| All | +206.7% | +66.4% | +140.3% | +120.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling