-81.4%
SMR vs UAL
+16.4%
-97.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -6.0% | -1.8% | -3.8% |
| 7D | +10.3% | +0.7% | +9.6% | +10.2% |
| 30D | -25.7% | +7.8% | -33.5% | -29.1% |
| 3M | -49.7% | -11.1% | -38.7% | -45.7% |
| 6M | -59.8% | +16.1% | -75.9% | -63.9% |
| YTD | -66.0% | -0.5% | -65.5% | -66.6% |
| 1Y | -81.4% | +11.3% | -92.7% | -83.3% |
| All | -81.4% | +16.4% | -97.9% | -83.3% |
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