+116.5%
UAL vs FND
-63.9%
+180.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.7% |
| 7D | -3.0% | -6.8% | +3.8% | +0.3% |
| 30D | +10.5% | +8.0% | +2.5% | +6.6% |
| 3M | -13.5% | -18.9% | +5.4% | -5.1% |
| 6M | +14.2% | +4.7% | +9.5% | +10.9% |
| YTD | -2.2% | -21.6% | +19.3% | +7.3% |
| 1Y | +12.5% | -22.0% | +34.5% | +23.7% |
| 3Y | +186.8% | -40.4% | +227.3% | +233.6% |
| All | +116.5% | -63.9% | +180.4% | +197.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling