+53.1%
RGTI vs UAL
+103.5%
-50.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -0.1% | -2.0% | +1.9% | +0.8% |
| 30D | -16.2% | -15.7% | -0.5% | -8.4% |
| 3M | -22.0% | +3.6% | -25.6% | -23.4% |
| 6M | -10.8% | +16.9% | -27.7% | -18.5% |
| YTD | -31.6% | -4.8% | -26.8% | -30.9% |
| 1Y | -6.4% | -0.9% | -5.4% | -7.1% |
| 3Y | +665.7% | +124.5% | +541.2% | +401.8% |
| 5Y | +55.6% | +140.2% | -84.5% | -4.7% |
| All | +53.1% | +103.5% | -50.3% | -7.0% |
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