+7,765.4%
AMD vs UAL
+80.6%
+7,684.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.7% | -7.0% | -8.2% |
| 7D | +18.9% | -3.0% | +22.0% | +20.0% |
| 30D | -6.4% | +10.5% | -16.9% | -9.2% |
| 3M | +10.6% | -13.5% | +24.1% | +15.5% |
| 6M | +19.9% | +14.2% | +5.7% | +15.3% |
| YTD | +149.4% | -2.2% | +151.6% | +149.2% |
| 1Y | +115.4% | +12.5% | +102.9% | +106.6% |
| 3Y | +357.3% | +186.8% | +170.5% | +231.8% |
| 5Y | +261.1% | +119.4% | +141.8% | +173.2% |
| All | +7,765.4% | +80.6% | +7,684.8% | +6,518.0% |
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