+18.7%
MA vs UAL
+18.2%
+0.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -0.7% |
| 7D | +2.3% | +8.2% | -5.9% | +1.5% |
| 30D | +14.7% | +2.3% | +12.3% | +14.3% |
| 3M | +13.5% | -12.7% | +26.2% | +14.5% |
| 6M | +33.1% | +12.7% | +20.4% | +31.0% |
| YTD | +15.1% | +0.8% | +14.2% | +15.4% |
| 1Y | +18.7% | +17.8% | +0.9% | +14.6% |
| All | +18.7% | +18.2% | +0.5% | +14.6% |
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