+73.1%
MA vs UAL
+142.0%
-69.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.6% |
| 7D | -2.7% | +0.7% | -3.4% | -2.9% |
| 30D | +1.5% | -16.1% | +17.6% | +5.1% |
| 3M | +20.4% | +6.1% | +14.3% | +18.2% |
| 6M | +11.1% | +10.8% | +0.3% | +7.2% |
| YTD | +2.0% | -0.4% | +2.4% | +0.2% |
| 1Y | -2.2% | +5.0% | -7.2% | -5.4% |
| 3Y | +41.9% | +124.0% | -82.1% | +8.1% |
| All | +73.1% | +142.0% | -69.0% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling