+9.2%
JPM vs UAL
+23.9%
-14.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.8% |
| 7D | -2.5% | +2.3% | -4.7% | -3.0% |
| 30D | +2.7% | +13.3% | -10.6% | +0.1% |
| 3M | -4.7% | -6.3% | +1.6% | -3.7% |
| 6M | +15.6% | +22.5% | -7.0% | +8.8% |
| YTD | +8.6% | +5.9% | +2.8% | +5.6% |
| All | +9.2% | +23.9% | -14.6% | +3.2% |
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 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