+5.3%
UNH vs UAL
+131.8%
-126.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.8% | +1.2% |
| 7D | +1.1% | +3.4% | -2.3% | +0.9% |
| 30D | -1.5% | -16.5% | +14.9% | -0.1% |
| 3M | -0.8% | +2.8% | -3.6% | -1.3% |
| 6M | +41.8% | +17.6% | +24.3% | +39.2% |
| YTD | +23.1% | -3.2% | +26.3% | +22.6% |
| 1Y | +28.5% | +0.4% | +28.1% | +27.4% |
| 3Y | -11.8% | +128.2% | -139.9% | -19.3% |
| 5Y | +5.3% | +137.7% | -132.4% | -6.2% |
| All | +5.3% | +131.8% | -126.4% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling