+4,271.9%
MU vs UAL
+106.7%
+4,165.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.8% | -0.5% | +3.9% |
| 7D | -12.0% | +10.2% | -22.2% | -15.0% |
| 30D | -28.7% | +12.0% | -40.8% | -31.7% |
| 3M | -16.4% | -7.1% | -9.4% | -14.6% |
| 6M | -1.8% | +20.9% | -22.7% | -8.4% |
| YTD | +157.1% | +7.7% | +149.4% | +146.7% |
| 1Y | +208.5% | +23.6% | +184.9% | +182.2% |
| 3Y | +906.2% | +222.6% | +683.6% | +542.7% |
| 5Y | +893.4% | +127.9% | +765.5% | +579.8% |
| 10Y | +4,271.9% | +100.2% | +4,171.7% | +2,730.1% |
| All | +4,271.9% | +106.7% | +4,165.2% | +2,730.1% |
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