+132.9%
UAL vs ET
+210.8%
-77.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | -0.8% |
| 7D | +12.5% | -1.9% | +14.3% | +13.4% |
| 30D | +12.2% | -3.1% | +15.3% | +13.5% |
| 3M | -2.6% | -3.9% | +1.3% | -1.2% |
| 6M | +21.1% | +4.0% | +17.1% | +16.0% |
| YTD | +7.8% | +26.4% | -18.6% | -9.9% |
| 1Y | +25.4% | +24.9% | +0.5% | +5.3% |
| 3Y | +217.3% | +85.2% | +132.2% | +109.3% |
| 5Y | +132.9% | +218.3% | -85.4% | +16.3% |
| All | +132.9% | +210.8% | -77.9% | +16.3% |
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