+99.1%
UAL vs PH
+794.6%
-695.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.2% |
| 7D | +3.4% | +0.4% | +3.0% | +3.0% |
| 30D | -16.5% | -10.8% | -5.7% | -7.2% |
| 3M | +2.8% | +8.5% | -5.7% | -5.3% |
| 6M | +17.6% | +3.9% | +13.6% | +12.5% |
| YTD | -3.2% | +9.4% | -12.6% | -11.6% |
| 1Y | +0.4% | +26.8% | -26.4% | -20.7% |
| 3Y | +128.2% | +140.8% | -12.6% | +0.4% |
| 5Y | +137.7% | +253.8% | -116.1% | -27.8% |
| 10Y | +99.1% | +792.3% | -693.2% | -69.4% |
| All | +99.1% | +794.6% | -695.5% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling