+216.1%
UNH vs UAL
+80.6%
+135.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | +3.4% | -3.0% | +6.4% | +3.7% |
| 30D | +3.0% | +10.5% | -7.5% | +1.6% |
| 3M | +2.7% | -13.5% | +16.2% | +4.3% |
| 6M | +2.8% | +14.2% | -11.4% | +0.3% |
| YTD | +25.9% | -2.2% | +28.1% | +24.6% |
| 1Y | +25.8% | +12.5% | +13.3% | +22.2% |
| 3Y | -20.0% | +186.8% | -206.9% | -33.6% |
| 5Y | -2.8% | +119.4% | -122.2% | -18.8% |
| All | +216.1% | +80.6% | +135.5% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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