+57.4%
MAR vs UAL
+22.8%
+34.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.0% | -5.9% | 0.0% |
| 7D | +7.7% | +11.9% | -4.2% | +4.6% |
| 30D | +19.4% | +5.2% | +14.1% | +17.6% |
| 3M | +23.3% | -12.7% | +36.0% | +27.3% |
| 6M | +22.8% | +28.5% | -5.7% | +10.9% |
| YTD | +37.8% | +3.5% | +34.2% | +31.9% |
| 1Y | +57.4% | +27.5% | +29.8% | +40.2% |
| All | +57.4% | +22.8% | +34.5% | +40.2% |
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