+64.4%
EEM vs UAL
+197.6%
-133.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +1.9% |
| 7D | -2.8% | +8.2% | -11.0% | -4.1% |
| 30D | -11.9% | +2.3% | -14.3% | -12.4% |
| 3M | -8.8% | -12.7% | +3.9% | -6.9% |
| 6M | -11.6% | +12.7% | -24.3% | -13.8% |
| YTD | +9.0% | +0.8% | +8.2% | +7.2% |
| 1Y | +10.6% | +17.8% | -7.2% | +6.3% |
| 3Y | +64.4% | +206.7% | -142.3% | +29.2% |
| All | +64.4% | +197.6% | -133.3% | +29.2% |
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