+123.3%
UAL vs TECH
-41.4%
+164.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.1% | -6.1% | -6.0% |
| 7D | +0.7% | +0.2% | +0.4% | +0.6% |
| 30D | +7.8% | +0.5% | +7.3% | +7.6% |
| 3M | -11.1% | +1.0% | -12.0% | -11.4% |
| 6M | +16.1% | +54.1% | -38.0% | -2.3% |
| YTD | -0.5% | +24.4% | -24.9% | -11.0% |
| 1Y | +11.3% | +19.3% | -8.0% | +1.2% |
| 3Y | +192.8% | +28.5% | +164.3% | +142.3% |
| 5Y | +123.3% | -41.0% | +164.2% | +145.7% |
| All | +123.3% | -41.4% | +164.7% | +145.7% |
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 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