+210.6%
UAL vs TECH
+29.5%
+181.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +13.3% | +0.3% | +13.0% | +13.2% |
| 3M | -6.3% | +1.0% | -7.3% | -6.6% |
| 6M | +22.5% | +54.0% | -31.5% | +4.5% |
| YTD | +5.9% | +24.3% | -18.5% | -4.3% |
| 1Y | +24.7% | +23.7% | +1.0% | +12.8% |
| All | +210.6% | +29.5% | +181.1% | +154.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling