+73.7%
UAL vs NI
+197.8%
-124.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.0% |
| 7D | -3.0% | +4.3% | -7.3% | -5.0% |
| 30D | +10.5% | +12.4% | -1.9% | +4.3% |
| 3M | -13.5% | +10.2% | -23.7% | -17.6% |
| 6M | +14.2% | -0.8% | +15.0% | +14.2% |
| YTD | -2.2% | +13.2% | -15.5% | -8.8% |
| 1Y | +12.5% | +10.1% | +2.4% | +6.3% |
| 3Y | +186.8% | +103.1% | +83.7% | +99.6% |
| 5Y | +119.4% | +115.5% | +3.8% | +46.0% |
| All | +73.7% | +197.8% | -124.2% | +19.3% |
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