+92.6%
UAL vs HDB
+57.5%
+35.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.3% | +1.0% |
| 7D | +8.2% | +13.3% | -5.2% | +0.9% |
| 30D | +2.3% | +13.6% | -11.2% | -4.9% |
| 3M | -12.7% | +5.8% | -18.4% | -15.6% |
| 6M | +12.7% | -1.9% | +14.6% | +12.5% |
| YTD | +0.8% | -31.2% | +32.0% | +22.6% |
| 1Y | +17.8% | -29.6% | +47.3% | +41.0% |
| 3Y | +206.7% | -10.1% | +216.8% | +209.4% |
| 5Y | +113.9% | -24.3% | +138.2% | +133.8% |
| All | +92.6% | +57.5% | +35.1% | +53.7% |
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