-14.8%
ACN vs UAL
+213.3%
-228.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -4.0% | +2.3% | -6.3% | -4.4% |
| 30D | +19.0% | +13.3% | +5.7% | +16.7% |
| 3M | +42.2% | -6.3% | +48.5% | +43.1% |
| 6M | +50.1% | +22.5% | +27.6% | +43.9% |
| YTD | -2.7% | +5.9% | -8.6% | -4.9% |
| 1Y | +7.6% | +24.7% | -17.1% | +2.1% |
| All | -14.8% | +213.3% | -228.1% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling