+1.4%
UAL vs INDA
-7.9%
+9.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | +0.3% |
| 7D | -1.1% | -2.6% | +1.5% | +2.9% |
| 30D | -13.4% | -2.9% | -10.5% | -9.4% |
| 3M | -2.3% | +2.4% | -4.7% | -5.2% |
| 6M | +13.3% | -2.6% | +16.0% | +16.5% |
| YTD | -4.2% | -10.0% | +5.8% | +4.6% |
| 1Y | +1.4% | -7.7% | +9.1% | +7.7% |
| All | +1.4% | -7.9% | +9.2% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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