+151.4%
ACN vs UAL
+97.8%
+53.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -4.0% | +2.3% | -6.3% | -4.5% |
| 30D | +19.0% | +13.3% | +5.7% | +16.1% |
| 3M | +42.2% | -6.3% | +48.5% | +43.2% |
| 6M | +50.1% | +22.5% | +27.6% | +42.9% |
| YTD | -2.7% | +5.9% | -8.6% | -5.6% |
| 1Y | +7.6% | +24.7% | -17.1% | +1.1% |
| 3Y | -15.9% | +211.6% | -227.5% | -35.8% |
| 5Y | -24.4% | +130.6% | -154.9% | -40.8% |
| 10Y | +151.4% | +96.5% | +54.9% | +99.7% |
| All | +151.4% | +97.8% | +53.6% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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