+189.8%
MU vs UAL
+21.4%
+168.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.8% | -0.5% | +2.9% |
| 7D | -12.0% | +10.2% | -22.2% | -16.0% |
| 30D | -28.7% | +12.0% | -40.8% | -32.7% |
| 3M | -16.4% | -7.1% | -9.4% | -13.5% |
| 6M | -1.8% | +20.9% | -22.7% | -9.9% |
| YTD | +157.1% | +7.7% | +149.4% | +137.7% |
| All | +189.8% | +21.4% | +168.4% | +147.6% |
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