+130.0%
UAL vs TDG
+131.7%
-1.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | +0.3% |
| 7D | -1.1% | -2.4% | +1.3% | +0.8% |
| 30D | -13.4% | -8.0% | -5.5% | -7.5% |
| 3M | -2.3% | -10.5% | +8.2% | +6.6% |
| 6M | +13.3% | -11.9% | +25.2% | +25.2% |
| YTD | -4.2% | -15.4% | +11.1% | +8.0% |
| 1Y | +1.4% | -14.2% | +15.6% | +11.9% |
| 3Y | +125.8% | +51.0% | +74.8% | +42.7% |
| 5Y | +130.0% | +126.5% | +3.5% | -8.2% |
| All | +130.0% | +131.7% | -1.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 5y: compounded portfolio wealth divided by compounded TDG 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…
5y analysis · Full analysis span regression · 6 months rolling