-51.2%
SE vs UAL
+13.6%
-64.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.4% |
| 7D | +2.0% | +8.2% | -6.1% | 0.0% |
| 30D | -20.0% | +2.3% | -22.3% | -20.5% |
| 3M | -31.8% | -12.7% | -19.1% | -29.5% |
| 6M | -15.9% | +12.7% | -28.6% | -18.6% |
| YTD | -40.6% | +0.8% | -41.5% | -41.9% |
| All | -51.2% | +13.6% | -64.8% | -54.3% |
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