+3,553.2%
FIX vs UAL
+80.6%
+3,472.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.4% | -0.8% |
| 7D | +9.4% | -3.0% | +12.5% | +10.6% |
| 30D | -27.8% | +10.5% | -38.2% | -30.4% |
| 3M | -35.6% | -13.5% | -22.1% | -32.9% |
| 6M | -45.2% | +14.2% | -59.4% | -48.2% |
| YTD | +19.5% | -2.2% | +21.7% | +17.9% |
| 1Y | +24.2% | +12.5% | +11.7% | +17.0% |
| 3Y | +494.2% | +186.8% | +307.3% | +301.7% |
| 5Y | +1,036.1% | +119.4% | +916.8% | +690.3% |
| All | +3,553.2% | +80.6% | +3,472.6% | +2,435.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling