+201.0%
UAL vs TDG
+13,257.8%
-13,056.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.2% |
| 7D | +0.7% | -2.0% | +2.7% | +2.4% |
| 30D | -16.1% | -7.4% | -8.7% | -11.0% |
| 3M | +6.1% | -5.4% | +11.5% | +10.8% |
| 6M | +10.8% | -11.6% | +22.5% | +22.2% |
| YTD | -0.4% | -12.6% | +12.2% | +9.8% |
| 1Y | +5.0% | -9.3% | +14.4% | +11.4% |
| 3Y | +124.0% | +49.2% | +74.8% | +55.4% |
| 5Y | +141.0% | +132.1% | +8.8% | +18.7% |
| 10Y | +118.0% | +544.8% | -426.8% | -50.4% |
| All | +201.0% | +13,257.8% | -13,056.8% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling