+92.6%
UAL vs TECH
+208.1%
-115.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | +8.2% | +0.2% | +8.0% | +8.1% |
| 30D | +2.3% | +0.3% | +2.0% | +2.2% |
| 3M | -12.7% | +1.3% | -14.0% | -13.1% |
| 6M | +12.7% | +54.0% | -41.3% | -4.3% |
| YTD | +0.8% | +24.3% | -23.5% | -9.1% |
| 1Y | +17.8% | +25.8% | -8.0% | +5.6% |
| 3Y | +206.7% | +26.0% | +180.7% | +162.8% |
| 5Y | +113.9% | -40.1% | +154.0% | +132.2% |
| All | +92.6% | +208.1% | -115.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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