-66.0%
AAL vs URI
+1,246.1%
-1,312.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.2% | -2.6% |
| 7D | +3.4% | +2.6% | +0.9% | +1.8% |
| 30D | +11.7% | +9.1% | +2.7% | +5.8% |
| 3M | -7.8% | +1.0% | -8.8% | -9.0% |
| 6M | +10.2% | +23.3% | -13.1% | -5.5% |
| YTD | -8.0% | +43.3% | -51.3% | -30.7% |
| 1Y | +8.5% | +35.9% | -27.4% | -15.5% |
| 3Y | +19.5% | +158.6% | -139.2% | -42.1% |
| 5Y | -33.9% | +213.1% | -247.0% | -72.8% |
| 10Y | -66.0% | +1,213.1% | -1,279.1% | -93.8% |
| All | -66.0% | +1,246.1% | -1,312.1% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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