+26.4%
V vs UAL
+18.2%
+8.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.2% |
| 7D | +2.2% | +8.2% | -6.0% | +1.5% |
| 30D | +13.6% | +2.3% | +11.3% | +13.2% |
| 3M | +14.3% | -12.7% | +27.0% | +15.1% |
| 6M | +33.1% | +12.7% | +20.4% | +31.3% |
| YTD | +21.2% | +0.8% | +20.4% | +20.9% |
| 1Y | +26.4% | +17.8% | +8.7% | +23.2% |
| All | +26.4% | +18.2% | +8.2% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling