+101.1%
UAL vs NDAQ
+472.5%
-371.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | +12.5% | +2.9% | +9.6% | +10.7% |
| 30D | +12.2% | +17.5% | -5.3% | +1.9% |
| 3M | -2.6% | +15.4% | -18.0% | -10.9% |
| 6M | +21.1% | +24.6% | -3.5% | +4.6% |
| YTD | +7.8% | +14.4% | -6.6% | -2.7% |
| 1Y | +25.4% | +26.9% | -1.5% | +5.7% |
| 3Y | +217.3% | +119.8% | +97.5% | +95.2% |
| 5Y | +132.9% | +70.5% | +62.4% | +61.6% |
| 10Y | +101.1% | +475.8% | -374.7% | -29.2% |
| All | +101.1% | +472.5% | -371.3% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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