+76.8%
UAL vs ED
+143.7%
-67.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.1% | -6.1% | -6.0% |
| 7D | +0.7% | -1.7% | +2.4% | +0.9% |
| 30D | +7.8% | +10.7% | -2.9% | +6.2% |
| 3M | -11.1% | +11.6% | -22.7% | -12.6% |
| 6M | +16.1% | +13.5% | +2.6% | +13.7% |
| YTD | -0.5% | +23.1% | -23.6% | -4.3% |
| 1Y | +11.3% | +23.1% | -11.8% | +6.9% |
| 3Y | +192.8% | +47.9% | +144.9% | +163.1% |
| 5Y | +123.3% | +83.9% | +39.4% | +88.5% |
| All | +76.8% | +143.7% | -67.0% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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