+261.6%
APP vs UAL
+110.9%
+150.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.6% | +35.6% | +33.0% |
| 7D | +39.7% | +5.0% | +34.7% | +36.0% |
| 30D | +27.7% | -1.2% | +29.0% | +27.6% |
| 3M | -14.8% | -16.8% | +2.0% | -8.2% |
| 6M | -25.5% | +18.0% | -43.5% | -31.6% |
| YTD | -47.2% | -1.2% | -46.0% | -48.2% |
| 1Y | -42.3% | +14.3% | -56.6% | -47.0% |
| 3Y | +806.8% | +194.6% | +612.2% | +403.7% |
| 5Y | +261.6% | +109.6% | +152.0% | +108.6% |
| All | +261.6% | +110.9% | +150.7% | +108.6% |
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 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