+128.2%
UAL vs NVD
-99.2%
+227.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.9% | -6.7% | -2.2% |
| 7D | +3.4% | -7.7% | +11.1% | +2.3% |
| 30D | -16.5% | -5.8% | -10.7% | -16.7% |
| 3M | +2.8% | -23.2% | +26.0% | +0.2% |
| 6M | +17.6% | -49.7% | +67.3% | +8.6% |
| YTD | -3.2% | -47.7% | +44.5% | -9.2% |
| 1Y | +0.4% | -61.3% | +61.8% | -9.0% |
| 3Y | +128.2% | -99.2% | +227.3% | +41.6% |
| All | +128.2% | -99.2% | +227.3% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling