+2,926.4%
V vs UAL
+387.0%
+2,539.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | -1.7% | +0.7% | -2.4% | -1.8% |
| 30D | +2.0% | -16.1% | +18.1% | +4.7% |
| 3M | +17.4% | +6.1% | +11.2% | +15.8% |
| 6M | +17.5% | +10.8% | +6.7% | +14.4% |
| YTD | +7.6% | -0.4% | +8.0% | +6.2% |
| 1Y | +7.7% | +5.0% | +2.7% | +5.0% |
| 3Y | +54.7% | +124.0% | -69.4% | +29.8% |
| 5Y | +73.0% | +141.0% | -67.9% | +40.4% |
| 10Y | +390.9% | +118.0% | +272.8% | +273.6% |
| All | +2,926.4% | +387.0% | +2,539.4% | +1,463.3% |
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