+4,609.2%
MU vs UAL
+97.8%
+4,511.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.8% | +13.7% | +12.5% |
| 7D | +2.0% | +2.3% | -0.2% | +1.5% |
| 30D | -18.0% | +13.3% | -31.3% | -21.8% |
| 3M | -6.6% | -6.3% | -0.3% | -4.9% |
| 6M | +2.0% | +22.5% | -20.5% | -5.2% |
| YTD | +184.5% | +5.9% | +178.6% | +174.4% |
| 1Y | +236.9% | +24.7% | +212.2% | +207.0% |
| 3Y | +987.0% | +211.6% | +775.4% | +602.0% |
| 5Y | +1,014.6% | +130.6% | +884.1% | +660.4% |
| 10Y | +4,609.2% | +96.5% | +4,512.7% | +2,994.4% |
| All | +4,609.2% | +97.8% | +4,511.4% | +2,994.4% |
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 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