+265.1%
MU vs UAL
+22.8%
+242.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.0% | -15.0% | -10.7% |
| 7D | -19.1% | +11.9% | -31.0% | -24.0% |
| 30D | -25.2% | +5.2% | -30.5% | -27.5% |
| 3M | -10.9% | -12.7% | +1.8% | -5.1% |
| 6M | +38.0% | +28.5% | +9.5% | +23.2% |
| YTD | +178.8% | +3.5% | +175.3% | +162.7% |
| 1Y | +265.1% | +27.5% | +237.6% | +203.4% |
| All | +265.1% | +22.8% | +242.3% | +203.4% |
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