+72.2%
V vs UAL
+142.0%
-69.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | -1.7% | +0.7% | -2.4% | -1.9% |
| 30D | +2.0% | -16.1% | +18.1% | +5.2% |
| 3M | +17.4% | +6.1% | +11.2% | +15.4% |
| 6M | +17.5% | +10.8% | +6.7% | +13.7% |
| YTD | +7.6% | -0.4% | +8.0% | +5.9% |
| 1Y | +7.7% | +5.0% | +2.7% | +4.4% |
| 3Y | +54.7% | +124.0% | -69.4% | +21.1% |
| All | +72.2% | +142.0% | -69.9% | +24.0% |
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