+73.7%
UAL vs NDAQ
+471.8%
-398.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.6% |
| 7D | -3.0% | +1.3% | -4.3% | -3.7% |
| 30D | +10.5% | +18.0% | -7.5% | +0.1% |
| 3M | -13.5% | +11.5% | -25.0% | -19.2% |
| 6M | +14.2% | +21.1% | -6.9% | +0.5% |
| YTD | -2.2% | +12.8% | -15.1% | -11.0% |
| 1Y | +12.5% | +25.7% | -13.2% | -4.7% |
| 3Y | +186.8% | +116.8% | +70.0% | +77.4% |
| 5Y | +119.4% | +67.3% | +52.1% | +53.8% |
| All | +73.7% | +471.8% | -398.1% | -42.9% |
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