+100.2%
UAL vs HDB
+61.5%
+38.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.7% | +4.1% | +5.3% |
| 7D | +10.2% | +13.7% | -3.5% | +2.6% |
| 30D | +12.0% | +15.8% | -3.8% | +3.0% |
| 3M | -7.1% | +9.2% | -16.3% | -11.8% |
| 6M | +20.9% | +3.2% | +17.7% | +17.4% |
| YTD | +7.7% | -29.4% | +37.0% | +29.1% |
| 1Y | +23.6% | -27.9% | +51.5% | +46.2% |
| 3Y | +222.6% | -5.9% | +228.4% | +217.1% |
| 5Y | +127.9% | -23.5% | +151.4% | +147.8% |
| 10Y | +100.2% | +61.3% | +38.9% | +57.4% |
| All | +100.2% | +61.5% | +38.7% | +57.4% |
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