+267.5%
ASX vs UAL
+5.0%
+262.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.8% |
| 7D | -0.7% | +0.7% | -1.4% | -1.0% |
| 30D | +2.0% | -16.1% | +18.1% | +9.1% |
| 3M | -1.3% | +6.1% | -7.5% | -3.0% |
| 6M | +71.4% | +10.8% | +60.6% | +63.7% |
| YTD | +135.3% | -0.4% | +135.7% | +128.9% |
| 1Y | +267.5% | +5.0% | +262.5% | +247.9% |
| All | +267.5% | +5.0% | +262.5% | +247.9% |
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