+744.2%
UNH vs UAL
+237.3%
+506.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.5% | -2.8% |
| 7D | -4.5% | -1.4% | -3.1% | -4.4% |
| 30D | -6.5% | -12.2% | +5.7% | -4.8% |
| 3M | -6.0% | -2.5% | -3.5% | -5.9% |
| 6M | +33.7% | +21.1% | +12.5% | +28.7% |
| YTD | +16.4% | -1.8% | +18.2% | +15.2% |
| 1Y | +10.1% | +0.4% | +9.7% | +8.3% |
| 3Y | -16.3% | +130.3% | -146.6% | -29.8% |
| 5Y | +2.1% | +147.7% | -145.6% | -18.2% |
| 10Y | +233.1% | +109.4% | +123.7% | +148.9% |
| All | +744.2% | +237.3% | +506.9% | +302.6% |
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