+186.8%
UAL vs FND
-39.5%
+226.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.6% |
| 7D | -3.0% | -6.8% | +3.8% | +0.5% |
| 30D | +10.5% | +8.0% | +2.5% | +6.3% |
| 3M | -13.5% | -18.9% | +5.4% | -4.4% |
| 6M | +14.2% | +4.7% | +9.5% | +10.5% |
| YTD | -2.2% | -21.6% | +19.3% | +7.5% |
| 1Y | +12.5% | -22.0% | +34.5% | +24.0% |
| 3Y | +186.8% | -40.4% | +227.3% | +221.1% |
| All | +186.8% | -39.5% | +226.4% | +221.1% |
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