+1.4%
UAL vs NVD
-60.3%
+61.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -0.7% |
| 7D | -1.1% | +0.5% | -1.7% | -1.0% |
| 30D | -13.4% | -9.3% | -4.2% | -14.2% |
| 3M | -2.3% | -22.1% | +19.8% | -4.4% |
| 6M | +13.3% | -45.8% | +59.1% | +4.5% |
| YTD | -4.2% | -46.7% | +42.5% | -12.2% |
| 1Y | +1.4% | -59.5% | +60.9% | -4.8% |
| All | +1.4% | -60.3% | +61.7% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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