+325.3%
ASX vs UAL
+197.6%
+127.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.0% | +4.4% | +5.8% |
| 7D | -19.9% | +8.2% | -28.1% | -21.8% |
| 30D | -30.9% | +2.3% | -33.2% | -31.3% |
| 3M | -15.1% | -12.7% | -2.4% | -11.5% |
| 6M | -6.5% | +12.7% | -19.2% | -9.8% |
| YTD | +98.4% | +0.8% | +97.6% | +95.0% |
| 1Y | +107.9% | +17.8% | +90.1% | +95.0% |
| 3Y | +325.3% | +206.7% | +118.6% | +182.0% |
| All | +325.3% | +197.6% | +127.7% | +182.0% |
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