+14.3%
UAL vs GD
+6.0%
+8.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.2% | -3.8% |
| 7D | +5.0% | -3.9% | +8.9% | +6.2% |
| 30D | -1.2% | +8.1% | -9.3% | -4.2% |
| 3M | -16.8% | -6.8% | -10.0% | -14.6% |
| 6M | +18.0% | +3.0% | +15.0% | +15.3% |
| YTD | -1.2% | +7.8% | -9.0% | -3.9% |
| 1Y | +14.3% | +5.8% | +8.5% | +12.3% |
| All | +14.3% | +6.0% | +8.4% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling