+96.5%
UAL vs HDB
+64.3%
+32.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +2.3% | +6.9% | -4.7% | -1.5% |
| 30D | +13.3% | +15.2% | -1.9% | +4.6% |
| 3M | -6.3% | +11.7% | -18.0% | -12.2% |
| 6M | +22.5% | +7.5% | +15.0% | +16.2% |
| YTD | +5.9% | -28.8% | +34.6% | +26.4% |
| 1Y | +24.7% | -29.1% | +53.8% | +48.9% |
| 3Y | +211.6% | -7.0% | +218.6% | +208.7% |
| 5Y | +130.6% | -22.1% | +152.6% | +148.0% |
| 10Y | +96.5% | +64.9% | +31.6% | +52.8% |
| All | +96.5% | +64.3% | +32.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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