+640.4%
FLEX vs UAL
+106.7%
+533.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.8% | +5.2% | +9.5% |
| 7D | -7.2% | +10.2% | -17.4% | -10.6% |
| 30D | -34.8% | +12.0% | -46.8% | -37.6% |
| 3M | -35.6% | -7.1% | -28.5% | -34.0% |
| 6M | -45.0% | +20.9% | -65.9% | -49.0% |
| YTD | +29.4% | +7.7% | +21.7% | +24.8% |
| 1Y | +24.8% | +23.6% | +1.2% | +14.5% |
| 3Y | +304.4% | +222.6% | +81.9% | +154.5% |
| 5Y | +484.1% | +127.9% | +356.1% | +293.1% |
| 10Y | +640.4% | +100.2% | +540.2% | +412.1% |
| All | +640.4% | +106.7% | +533.7% | +412.1% |
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