+73.7%
UAL vs MDY
+165.3%
-91.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | -3.0% | +2.3% | -5.3% | -6.2% |
| 30D | +10.5% | +2.0% | +8.5% | +7.6% |
| 3M | -13.5% | -5.6% | -7.8% | -4.9% |
| 6M | +14.2% | +1.3% | +12.9% | +13.6% |
| YTD | -2.2% | +12.3% | -14.6% | -15.4% |
| 1Y | +12.5% | +15.8% | -3.3% | -6.9% |
| 3Y | +186.8% | +56.5% | +130.3% | +58.7% |
| 5Y | +119.4% | +35.1% | +84.2% | +54.7% |
| All | +73.7% | +165.3% | -91.7% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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