+273.4%
UAL vs XHB
+175.0%
+98.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | +2.3% | -4.1% | +6.4% | +6.6% |
| 30D | +13.3% | +9.6% | +3.7% | +3.7% |
| 3M | -6.3% | -6.0% | -0.3% | -0.3% |
| 6M | +22.5% | +2.2% | +20.3% | +20.6% |
| YTD | +5.9% | +1.1% | +4.7% | +5.5% |
| 1Y | +24.7% | -1.7% | +26.4% | +27.6% |
| 3Y | +211.6% | +36.5% | +175.1% | +125.8% |
| 5Y | +130.6% | +33.5% | +97.1% | +67.1% |
| 10Y | +96.5% | +240.9% | -144.5% | -42.7% |
| All | +273.4% | +175.0% | +98.4% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling