+56.8%
RGTI vs UAL
+145.5%
-88.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -1.0% |
| 7D | +0.5% | -1.4% | +1.9% | +1.1% |
| 30D | -17.1% | -12.2% | -4.9% | -11.1% |
| 3M | -26.0% | -2.5% | -23.5% | -25.0% |
| 6M | -9.9% | +21.1% | -31.0% | -19.6% |
| YTD | -31.1% | -1.8% | -29.3% | -31.6% |
| 1Y | -8.5% | +0.4% | -8.9% | -10.1% |
| 3Y | +652.2% | +130.3% | +521.9% | +370.7% |
| All | +56.8% | +145.5% | -88.7% | -8.8% |
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 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