+2.1%
AAL vs URA
+17.2%
-15.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -3.7% | +1.1% | -4.8% | -4.0% |
| 30D | -20.8% | +7.4% | -28.2% | -22.1% |
| 3M | -1.3% | -8.4% | +7.1% | -0.5% |
| 6M | +5.4% | -12.7% | +18.1% | +5.8% |
| YTD | -14.4% | +7.8% | -22.1% | -17.0% |
| 1Y | +2.1% | +19.5% | -17.4% | +1.8% |
| All | +2.1% | +17.2% | -15.1% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling