+104.2%
UAL vs NI
+136.8%
-32.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.1% | +1.3% | -2.4% | -1.8% |
| 30D | -13.4% | -0.3% | -13.2% | -13.4% |
| 3M | -2.3% | -9.5% | +7.2% | +2.2% |
| 6M | +13.3% | -10.2% | +23.6% | +18.8% |
| YTD | -4.2% | +1.8% | -6.0% | -5.8% |
| 1Y | +1.4% | +5.7% | -4.3% | -2.5% |
| 3Y | +125.8% | +69.6% | +56.2% | +71.9% |
| 5Y | +130.0% | +95.8% | +34.2% | +61.6% |
| 10Y | +104.2% | +145.1% | -40.9% | +47.2% |
| All | +104.2% | +136.8% | -32.6% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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