+10.2%
FLEX vs UAL
+18.2%
-8.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.5% | +3.4% |
| 7D | -19.3% | +8.2% | -27.5% | -23.6% |
| 30D | -41.5% | +2.3% | -43.9% | -42.6% |
| 3M | -43.1% | -12.7% | -30.4% | -38.5% |
| 6M | -48.2% | +12.7% | -60.9% | -52.6% |
| YTD | +15.5% | +0.8% | +14.7% | +6.2% |
| 1Y | +10.2% | +17.8% | -7.6% | -5.1% |
| All | +10.2% | +18.2% | -8.0% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling