+122.9%
UAL vs ROIV
+276.5%
-153.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.5% |
| 7D | -3.0% | +1.7% | -4.7% | -3.3% |
| 30D | +10.5% | +17.6% | -7.1% | +7.5% |
| 3M | -13.5% | +9.0% | -22.4% | -15.2% |
| 6M | +14.2% | +35.3% | -21.1% | +7.7% |
| YTD | -2.2% | +82.2% | -84.4% | -12.5% |
| 1Y | +12.5% | +92.3% | -79.8% | -0.2% |
| 3Y | +186.8% | +336.8% | -150.0% | +124.6% |
| 5Y | +119.4% | +370.6% | -251.2% | +53.0% |
| All | +122.9% | +276.5% | -153.6% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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