+803.3%
APP vs UAL
+191.7%
+611.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.6% | +35.6% | +32.8% |
| 7D | +39.7% | +5.0% | +34.7% | +36.2% |
| 30D | +27.7% | -1.2% | +29.0% | +27.5% |
| 3M | -14.8% | -16.8% | +2.0% | -8.8% |
| 6M | -25.5% | +18.0% | -43.5% | -30.9% |
| YTD | -47.2% | -1.2% | -46.0% | -47.8% |
| 1Y | -42.3% | +14.3% | -56.6% | -46.2% |
| All | +803.3% | +191.7% | +611.7% | +458.0% |
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 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