+25.4%
UAL vs NDAQ
+27.8%
-2.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | +12.5% | +2.9% | +9.6% | +11.7% |
| 30D | +12.2% | +17.5% | -5.3% | +7.9% |
| 3M | -2.6% | +15.4% | -18.0% | -6.0% |
| 6M | +21.1% | +24.6% | -3.5% | +14.9% |
| YTD | +7.8% | +14.4% | -6.6% | +2.0% |
| 1Y | +25.4% | +26.9% | -1.5% | +10.0% |
| All | +25.4% | +27.8% | -2.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling