-0.2%
AAL vs U
-29.6%
+29.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.2% | -6.3% | -2.2% |
| 7D | -0.1% | +2.6% | -2.6% | -0.7% |
| 30D | +11.7% | +27.6% | -15.9% | +5.4% |
| 3M | -12.5% | +15.3% | -27.9% | -16.0% |
| 6M | +3.6% | +96.4% | -92.8% | -12.2% |
| YTD | -14.1% | +19.6% | -33.7% | -21.2% |
| 1Y | +0.8% | +42.1% | -41.4% | -11.2% |
| 3Y | +11.8% | +87.5% | -75.7% | -13.3% |
| 5Y | -35.1% | -73.1% | +38.1% | -41.6% |
| All | -0.2% | -29.6% | +29.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling