+783.1%
UNH vs UAL
+246.2%
+536.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.7% |
| 7D | -3.2% | +8.2% | -11.3% | -4.3% |
| 30D | +4.8% | +2.3% | +2.5% | +4.3% |
| 3M | -1.8% | -12.7% | +10.9% | -0.2% |
| 6M | +8.6% | +12.7% | -4.1% | +5.8% |
| YTD | +21.8% | +0.8% | +20.9% | +19.8% |
| 1Y | +25.8% | +17.8% | +8.1% | +20.9% |
| 3Y | -21.3% | +206.7% | -228.0% | -36.8% |
| 5Y | -5.3% | +113.9% | -119.2% | -22.4% |
| 10Y | +238.1% | +97.0% | +141.1% | +154.6% |
| All | +783.1% | +246.2% | +536.9% | +318.6% |
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