+6.0%
AAL vs URA
-30.3%
+36.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.5% | +4.6% | +6.4% |
| 7D | +10.1% | +0.3% | +9.8% | +10.0% |
| 30D | +10.6% | -14.8% | +25.4% | +15.1% |
| 3M | -5.9% | -25.3% | +19.4% | +0.8% |
| 6M | +5.7% | -39.9% | +45.6% | +17.4% |
| YTD | -8.0% | -22.4% | +14.5% | -5.1% |
| 1Y | +6.0% | -29.0% | +35.0% | +11.0% |
| All | +6.0% | -30.3% | +36.3% | +11.0% |
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