+3,309.9%
V vs UAL
+383.1%
+2,926.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.4% | -2.5% |
| 7D | +2.9% | +5.0% | -2.1% | +2.2% |
| 30D | +14.0% | -1.2% | +15.2% | +14.1% |
| 3M | +14.9% | -16.8% | +31.7% | +17.8% |
| 6M | +31.7% | +18.0% | +13.8% | +27.3% |
| YTD | +21.2% | -1.2% | +22.4% | +19.6% |
| 1Y | +25.3% | +14.3% | +11.0% | +20.6% |
| 3Y | +77.5% | +194.6% | -117.1% | +42.7% |
| 5Y | +102.6% | +109.6% | -7.0% | +67.6% |
| 10Y | +464.3% | +93.1% | +371.3% | +336.0% |
| All | +3,309.9% | +383.1% | +2,926.7% | +1,660.3% |
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