+33.3%
AMAT vs UAL
+19.7%
+13.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.6% | -9.0% | -11.6% |
| 7D | -24.3% | +5.0% | -29.3% | -25.9% |
| 30D | -39.8% | -1.2% | -38.6% | -39.5% |
| 3M | -40.2% | -16.8% | -23.4% | -35.2% |
| 6M | -22.1% | +18.0% | -40.1% | -28.0% |
| YTD | +24.7% | -1.2% | +25.9% | +20.7% |
| 1Y | +33.3% | +14.3% | +18.9% | +21.6% |
| All | +33.3% | +19.7% | +13.5% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling