-65.2%
AAL vs UUUU
+495.2%
-560.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | +0.4% |
| 7D | -0.9% | -5.0% | +4.1% | -0.1% |
| 30D | -16.0% | -7.8% | -8.2% | -15.0% |
| 3M | -4.2% | -0.4% | -3.8% | -4.8% |
| 6M | +15.7% | -32.9% | +48.6% | +21.1% |
| YTD | -16.2% | -6.3% | -9.9% | -19.0% |
| 1Y | +0.2% | +7.9% | -7.7% | -8.5% |
| 3Y | -8.1% | +85.2% | -93.3% | -29.7% |
| 5Y | -32.2% | +97.0% | -129.2% | -51.9% |
| All | -65.2% | +495.2% | -560.4% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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