+99.1%
V vs UAL
+109.3%
-10.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.4% |
| 7D | +2.2% | +8.2% | -6.0% | +0.8% |
| 30D | +13.6% | +2.3% | +11.3% | +13.0% |
| 3M | +14.3% | -12.7% | +27.0% | +16.7% |
| 6M | +33.1% | +12.7% | +20.4% | +28.9% |
| YTD | +21.2% | +0.8% | +20.4% | +18.9% |
| 1Y | +26.4% | +17.8% | +8.7% | +19.9% |
| 3Y | +77.6% | +206.7% | -129.1% | +28.9% |
| All | +99.1% | +109.3% | -10.2% | +51.9% |
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