+11.3%
IVV vs UAL
+21.5%
-10.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -0.6% | +12.5% | -13.0% | -2.5% |
| 30D | -3.7% | +12.2% | -15.8% | -5.5% |
| 3M | -2.7% | -2.6% | -0.1% | -2.7% |
| 6M | +2.2% | +21.1% | -18.8% | -1.6% |
| YTD | +10.9% | +7.8% | +3.1% | +7.3% |
| 1Y | +11.3% | +25.4% | -14.1% | +4.9% |
| All | +11.3% | +21.5% | -10.2% | +4.9% |
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