+206.7%
UAL vs FND
-36.7%
+243.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.5% | +2.2% |
| 7D | +8.2% | +7.7% | +0.5% | +4.4% |
| 30D | +2.3% | +11.9% | -9.5% | -3.4% |
| 3M | -12.7% | -14.6% | +1.9% | -6.2% |
| 6M | +12.7% | +0.5% | +12.2% | +10.8% |
| YTD | +0.8% | -15.8% | +16.7% | +6.9% |
| 1Y | +17.8% | -12.9% | +30.7% | +23.1% |
| 3Y | +206.7% | -34.2% | +240.8% | +223.1% |
| All | +206.7% | -36.7% | +243.4% | +223.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling