+76.8%
UAL vs NI
+196.3%
-119.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.6% | -6.6% | -6.3% |
| 7D | +0.7% | +3.1% | -2.4% | -0.8% |
| 30D | +7.8% | +11.2% | -3.4% | +2.4% |
| 3M | -11.1% | +9.8% | -20.9% | -15.1% |
| 6M | +16.1% | -1.6% | +17.7% | +16.6% |
| YTD | -0.5% | +12.6% | -13.2% | -6.9% |
| 1Y | +11.3% | +7.8% | +3.5% | +6.3% |
| 3Y | +192.8% | +100.5% | +92.3% | +105.0% |
| 5Y | +123.3% | +114.4% | +8.8% | +49.0% |
| All | +76.8% | +196.3% | -119.5% | +21.7% |
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