+143.9%
UAL vs NVD
-98.6%
+242.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.9% | -10.7% | +1.8% |
| 7D | +12.5% | +43.9% | -31.4% | +19.4% |
| 30D | +12.2% | +74.0% | -61.8% | +23.2% |
| 3M | -2.6% | +48.3% | -50.9% | +5.1% |
| 6M | +21.1% | +30.3% | -9.3% | +30.0% |
| YTD | +7.8% | -12.9% | +20.7% | +10.6% |
| 1Y | +25.4% | -4.0% | +29.4% | +31.1% |
| 3Y | +217.3% | -98.5% | +315.8% | +119.8% |
| All | +143.9% | -98.6% | +242.5% | +64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling