+130.0%
UAL vs ET
+242.4%
-112.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | -1.1% | +0.6% | -1.8% | -1.5% |
| 30D | -13.4% | +5.3% | -18.7% | -15.9% |
| 3M | -2.3% | +15.6% | -17.9% | -10.4% |
| 6M | +13.3% | +20.6% | -7.3% | +0.2% |
| YTD | -4.2% | +38.5% | -42.7% | -22.7% |
| 1Y | +1.4% | +35.7% | -34.3% | -17.3% |
| 3Y | +125.8% | +98.4% | +27.4% | +47.8% |
| 5Y | +130.0% | +245.3% | -115.3% | +13.1% |
| All | +130.0% | +242.4% | -112.4% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 5y: compounded portfolio wealth divided by compounded ET 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…
5y analysis · Full analysis span regression · 6 months rolling