+6,028.8%
MU vs UAL
+118.5%
+5,910.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +5.2% |
| 7D | +9.0% | +0.7% | +8.3% | +8.7% |
| 30D | +13.8% | -16.1% | +29.9% | +20.9% |
| 3M | +2.1% | +6.1% | -4.1% | 0.0% |
| 6M | +153.8% | +10.8% | +143.0% | +144.1% |
| YTD | +256.4% | -0.4% | +256.8% | +252.5% |
| 1Y | +719.8% | +5.0% | +714.7% | +693.3% |
| 3Y | +1,360.4% | +124.0% | +1,236.4% | +949.8% |
| 5Y | +1,312.4% | +141.0% | +1,171.4% | +854.2% |
| All | +6,028.8% | +118.5% | +5,910.3% | +3,923.9% |
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