+280.3%
UAL vs TECH
+515.9%
-235.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +12.5% | +0.2% | +12.2% | +12.3% |
| 30D | +12.2% | +0.5% | +11.7% | +11.9% |
| 3M | -2.6% | +1.1% | -3.7% | -3.1% |
| 6M | +21.1% | +51.0% | -30.0% | -2.2% |
| YTD | +7.8% | +24.4% | -16.5% | -6.8% |
| 1Y | +25.4% | +27.4% | -2.0% | +6.8% |
| 3Y | +217.3% | +28.5% | +188.9% | +150.5% |
| 5Y | +132.9% | -40.9% | +173.7% | +168.8% |
| 10Y | +101.1% | +192.5% | -91.4% | -29.2% |
| All | +280.3% | +515.9% | -235.6% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling