+67.4%
UAL vs FND
+68.8%
-1.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +2.3% | -4.4% | +6.7% | +4.2% |
| 30D | +13.3% | +14.5% | -1.2% | +7.1% |
| 3M | -6.3% | -15.6% | +9.3% | +0.1% |
| 6M | +22.5% | +4.7% | +17.8% | +19.2% |
| YTD | +5.9% | -16.1% | +22.0% | +12.2% |
| 1Y | +24.7% | -16.0% | +40.7% | +32.1% |
| 3Y | +211.6% | -35.5% | +247.1% | +250.7% |
| 5Y | +130.6% | -60.5% | +191.1% | +195.2% |
| All | +67.4% | +68.8% | -1.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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