+206.7%
UAL vs ED
+44.5%
+162.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +1.4% |
| 7D | +8.2% | +1.6% | +6.5% | +8.6% |
| 30D | +2.3% | +13.3% | -11.0% | +6.5% |
| 3M | -12.7% | +9.7% | -22.4% | -10.1% |
| 6M | +12.7% | +12.8% | -0.1% | +17.2% |
| YTD | +0.8% | +22.3% | -21.5% | +7.1% |
| 1Y | +17.8% | +26.3% | -8.5% | +26.0% |
| 3Y | +206.7% | +45.0% | +161.7% | +189.5% |
| All | +206.7% | +44.5% | +162.1% | +189.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling