+2,607.8%
ASX vs UAL
+239.3%
+2,368.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.6% | -16.2% | -20.0% |
| 7D | -33.3% | +5.0% | -38.3% | -33.8% |
| 30D | -36.5% | -1.2% | -35.2% | -36.3% |
| 3M | -19.2% | -16.8% | -2.4% | -16.7% |
| 6M | -10.2% | +18.0% | -28.2% | -12.7% |
| YTD | +86.5% | -1.2% | +87.6% | +85.8% |
| 1Y | +89.6% | +14.3% | +75.3% | +84.3% |
| 3Y | +298.6% | +194.6% | +104.0% | +225.0% |
| 5Y | +414.3% | +109.6% | +304.6% | +333.8% |
| 10Y | +711.1% | +93.1% | +618.0% | +535.9% |
| All | +2,607.8% | +239.3% | +2,368.5% | +1,329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling