+887.2%
ASX vs UAL
+99.5%
+787.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.1% | +3.2% |
| 7D | -9.1% | +12.5% | -21.6% | -11.6% |
| 30D | -23.6% | +12.2% | -35.8% | -25.6% |
| 3M | -5.6% | -2.6% | -3.0% | -5.0% |
| 6M | +4.7% | +21.1% | -16.4% | -0.1% |
| YTD | +122.6% | +7.8% | +114.8% | +116.6% |
| 1Y | +133.0% | +25.4% | +107.6% | +118.6% |
| 3Y | +367.1% | +217.3% | +149.8% | +243.2% |
| 5Y | +504.7% | +132.9% | +371.9% | +359.4% |
| 10Y | +887.2% | +101.1% | +786.1% | +607.1% |
| All | +887.2% | +99.5% | +787.7% | +607.1% |
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