+206.7%
UAL vs NDAQ
+122.6%
+84.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +1.9% |
| 7D | +8.2% | +0.8% | +7.3% | +7.8% |
| 30D | +2.3% | +16.5% | -14.2% | -7.6% |
| 3M | -12.7% | +13.5% | -26.2% | -20.1% |
| 6M | +12.7% | +20.9% | -8.2% | -2.4% |
| YTD | +0.8% | +11.4% | -10.6% | -7.6% |
| 1Y | +17.8% | +25.9% | -8.1% | -4.9% |
| 3Y | +206.7% | +119.9% | +86.8% | +59.7% |
| All | +206.7% | +122.6% | +84.1% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling