+112.3%
UAL vs TECH
-40.1%
+152.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.4% |
| YTD | +0.8% | +24.3% | -23.5% | -9.7% |
| 1Y | +17.8% | +25.8% | -8.0% | +4.8% |
| 3Y | +206.7% | +26.0% | +180.7% | +155.9% |
| All | +112.3% | -40.1% | +152.4% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling