-0.9%
UAL vs NTR
+41.6%
-42.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -1.2% |
| 7D | -2.0% | -2.5% | +0.5% | -2.6% |
| 30D | -15.7% | +17.0% | -32.7% | -12.2% |
| 3M | +3.6% | +22.2% | -18.6% | +9.3% |
| 6M | +16.9% | +5.2% | +11.7% | +19.6% |
| YTD | -4.8% | +29.7% | -34.4% | -5.5% |
| 1Y | -0.9% | +39.4% | -40.3% | -4.7% |
| All | -0.9% | +41.6% | -42.6% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling