+911.7%
MU vs UAL
+132.2%
+779.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -15.2% | +12.5% | -27.7% | -19.3% |
| 30D | -29.5% | +12.2% | -41.7% | -33.1% |
| 3M | -15.8% | -2.6% | -13.2% | -15.3% |
| 6M | -2.9% | +21.1% | -23.9% | -10.8% |
| YTD | +154.2% | +7.8% | +146.4% | +140.9% |
| 1Y | +186.6% | +25.4% | +161.2% | +154.8% |
| 3Y | +871.5% | +217.3% | +654.1% | +456.6% |
| 5Y | +911.7% | +132.9% | +778.8% | +470.1% |
| All | +911.7% | +132.2% | +779.5% | +470.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling