+70.5%
UAL vs FND
+70.0%
+0.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.7% | +1.6% |
| 7D | +12.5% | +6.8% | +5.6% | +9.5% |
| 30D | +12.2% | +13.1% | -0.9% | +6.6% |
| 3M | -2.6% | -13.1% | +10.5% | +2.8% |
| 6M | +21.1% | -0.6% | +21.6% | +20.3% |
| YTD | +7.8% | -15.5% | +23.3% | +13.9% |
| 1Y | +25.4% | -13.7% | +39.1% | +31.4% |
| 3Y | +217.3% | -35.0% | +252.3% | +256.0% |
| 5Y | +132.9% | -60.1% | +192.9% | +196.8% |
| All | +70.5% | +70.0% | +0.5% | +32.0% |
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