+802.8%
UNH vs UAL
+263.5%
+539.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.3% |
| 7D | -1.6% | +2.3% | -3.8% | -1.9% |
| 30D | +6.5% | +13.3% | -6.9% | +4.3% |
| 3M | +0.8% | -6.3% | +7.1% | +1.4% |
| 6M | +6.1% | +22.5% | -16.5% | +2.1% |
| YTD | +24.5% | +5.9% | +18.6% | +21.6% |
| 1Y | +26.3% | +24.7% | +1.7% | +20.4% |
| 3Y | -20.7% | +211.6% | -232.3% | -36.5% |
| 5Y | -3.6% | +130.6% | -134.1% | -21.9% |
| 10Y | +225.1% | +96.5% | +128.6% | +144.9% |
| All | +802.8% | +263.5% | +539.3% | +324.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling