+3,317.6%
ASX vs UAL
+242.1%
+3,075.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.2% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +2.0% | -16.1% | +18.1% | +5.0% |
| 3M | -1.3% | +6.1% | -7.5% | -2.3% |
| 6M | +71.4% | +10.8% | +60.6% | +68.1% |
| YTD | +135.3% | -0.4% | +135.7% | +134.2% |
| 1Y | +267.5% | +5.0% | +262.5% | +261.6% |
| 3Y | +388.5% | +124.0% | +264.5% | +315.0% |
| 5Y | +417.1% | +141.0% | +276.1% | +326.4% |
| 10Y | +872.7% | +118.0% | +754.7% | +649.1% |
| All | +3,317.6% | +242.1% | +3,075.5% | +1,700.5% |
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