+96.9%
PSX vs UAL
+22.8%
+74.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.0% | -12.5% | -2.8% |
| 7D | -5.2% | +11.9% | -17.1% | -2.6% |
| 30D | -3.7% | +5.2% | -9.0% | -2.1% |
| 3M | +26.8% | -12.7% | +39.5% | +24.8% |
| 6M | +47.3% | +28.5% | +18.8% | +55.4% |
| YTD | +105.4% | +3.5% | +101.9% | +115.4% |
| 1Y | +96.9% | +27.5% | +69.4% | +105.9% |
| All | +96.9% | +22.8% | +74.1% | +105.9% |
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 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