+302.8%
AEM vs UAL
+142.0%
+160.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.4% |
| 7D | -0.5% | +0.7% | -1.2% | -0.6% |
| 30D | +24.0% | -16.1% | +40.1% | +25.6% |
| 3M | +16.1% | +6.1% | +10.0% | +15.5% |
| 6M | -11.6% | +10.8% | -22.5% | -12.6% |
| YTD | +21.5% | -0.4% | +21.9% | +20.7% |
| 1Y | +39.2% | +5.0% | +34.2% | +37.7% |
| 3Y | +347.4% | +124.0% | +223.4% | +321.5% |
| All | +302.8% | +142.0% | +160.8% | +270.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling