+236.9%
MU vs UAL
+23.5%
+213.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.8% | +13.7% | +12.8% |
| 7D | +2.0% | +2.3% | -0.2% | +1.2% |
| 30D | -18.0% | +13.3% | -31.3% | -23.1% |
| 3M | -6.6% | -6.3% | -0.3% | -3.8% |
| 6M | +2.0% | +22.5% | -20.5% | -6.6% |
| YTD | +184.5% | +5.9% | +178.6% | +165.1% |
| 1Y | +236.9% | +24.7% | +212.2% | +189.8% |
| All | +236.9% | +23.5% | +213.3% | +189.8% |
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