+104.2%
UAL vs XHB
+202.9%
-98.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | +0.4% |
| 7D | -1.1% | -1.9% | +0.8% | +0.7% |
| 30D | -13.4% | -8.3% | -5.1% | -5.8% |
| 3M | -2.3% | -7.1% | +4.9% | +5.2% |
| 6M | +13.3% | -5.3% | +18.6% | +20.3% |
| YTD | -4.2% | -3.2% | -1.0% | -0.5% |
| 1Y | +1.4% | -13.9% | +15.2% | +17.3% |
| 3Y | +125.8% | +24.9% | +100.9% | +77.6% |
| 5Y | +130.0% | +34.5% | +95.5% | +64.8% |
| 10Y | +104.2% | +215.5% | -111.2% | -37.7% |
| All | +104.2% | +202.9% | -98.7% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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