+299.6%
ASX vs UAL
+191.7%
+107.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.6% | -16.2% | -19.3% |
| 7D | -33.3% | +5.0% | -38.3% | -34.2% |
| 30D | -36.5% | -1.2% | -35.2% | -36.2% |
| 3M | -19.2% | -16.8% | -2.4% | -14.5% |
| 6M | -10.2% | +18.0% | -28.2% | -14.6% |
| YTD | +86.5% | -1.2% | +87.6% | +84.3% |
| 1Y | +89.6% | +14.3% | +75.3% | +79.5% |
| All | +299.6% | +191.7% | +107.9% | +166.7% |
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