+116.5%
UAL vs NDAQ
+66.7%
+49.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.4% |
| 3M | -13.5% | +11.5% | -25.0% | -19.4% |
| 6M | +14.2% | +21.1% | -6.9% | -0.2% |
| YTD | -2.2% | +12.8% | -15.1% | -11.3% |
| 1Y | +12.5% | +25.7% | -13.2% | -6.1% |
| 3Y | +186.8% | +116.8% | +70.0% | +71.3% |
| All | +116.5% | +66.7% | +49.8% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling