+897.9%
UNH vs DAL
+395.8%
+502.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +0.2% | +10.7% | -10.5% | -1.7% |
| 30D | +6.8% | +12.5% | -5.7% | +4.4% |
| 3M | -0.3% | +3.6% | -3.9% | -1.2% |
| 6M | +7.9% | +26.7% | -18.8% | +2.7% |
| YTD | +25.1% | +34.3% | -9.1% | +17.2% |
| 1Y | +29.3% | +59.1% | -29.8% | +17.4% |
| 3Y | -20.3% | +179.9% | -200.1% | -37.0% |
| 5Y | -3.6% | +119.1% | -122.7% | -22.5% |
| 10Y | +227.5% | +125.6% | +101.8% | +144.4% |
| All | +897.9% | +395.8% | +502.1% | +369.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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