+17.8%
UAL vs NDAQ
+27.2%
-9.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +2.0% |
| 7D | +8.2% | +0.8% | +7.3% | +8.1% |
| 30D | +2.3% | +16.5% | -14.2% | -1.2% |
| 3M | -12.7% | +13.5% | -26.2% | -15.3% |
| 6M | +12.7% | +20.9% | -8.2% | +7.9% |
| YTD | +0.8% | +11.4% | -10.6% | -3.8% |
| 1Y | +17.8% | +25.9% | -8.1% | +2.9% |
| All | +17.8% | +27.2% | -9.5% | +2.9% |
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 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