+251.3%
UAL vs NI
+1,050.6%
-799.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +3.0% |
| 7D | +0.7% | +2.0% | -1.3% | -0.7% |
| 30D | -16.1% | -3.5% | -12.6% | -14.1% |
| 3M | +6.1% | -9.1% | +15.3% | +13.0% |
| 6M | +10.8% | -11.8% | +22.7% | +20.2% |
| YTD | -0.4% | +1.1% | -1.5% | -2.4% |
| 1Y | +5.0% | +6.7% | -1.7% | -1.5% |
| 3Y | +124.0% | +71.1% | +52.9% | +48.0% |
| 5Y | +141.0% | +94.3% | +46.7% | +41.2% |
| 10Y | +118.0% | +135.8% | -17.8% | -1.0% |
| All | +251.3% | +1,050.6% | -799.3% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling