+593.1%
MA vs UAL
+80.6%
+512.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.1% | +1.7% |
| 7D | +1.3% | -3.0% | +4.3% | +1.9% |
| 30D | +9.6% | +10.5% | -0.9% | +6.9% |
| 3M | +16.8% | -13.5% | +30.3% | +20.1% |
| 6M | +35.2% | +14.2% | +21.0% | +29.3% |
| YTD | +16.6% | -2.2% | +18.8% | +14.3% |
| 1Y | +19.8% | +12.5% | +7.3% | +13.4% |
| 3Y | +70.7% | +186.8% | -116.1% | +20.6% |
| 5Y | +87.4% | +119.4% | -32.0% | +36.1% |
| All | +593.1% | +80.6% | +512.5% | +405.7% |
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