+36.1%
ALNY vs UAL
+136.8%
-100.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -3.5% | -1.1% | -2.4% | -3.3% |
| 30D | +18.9% | -13.4% | +32.4% | +22.2% |
| 3M | -13.3% | -2.3% | -11.0% | -13.4% |
| 6M | -20.3% | +13.3% | -33.6% | -23.2% |
| YTD | -35.1% | -4.2% | -30.9% | -35.6% |
| 1Y | -46.5% | +1.4% | -47.9% | -47.7% |
| 3Y | +28.1% | +125.8% | -97.7% | 0.0% |
| 5Y | +36.1% | +130.0% | -93.9% | +1.1% |
| All | +36.1% | +136.8% | -100.7% | +1.1% |
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