+251.0%
SPOT vs UAL
+59.5%
+191.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -0.9% |
| 7D | -6.5% | -1.1% | -5.4% | -6.3% |
| 30D | +2.2% | -13.4% | +15.6% | +4.8% |
| 3M | +5.4% | -2.3% | +7.7% | +5.1% |
| 6M | -4.0% | +13.3% | -17.3% | -7.5% |
| YTD | -9.9% | -4.2% | -5.7% | -10.9% |
| 1Y | -27.3% | +1.4% | -28.7% | -29.2% |
| 3Y | +236.4% | +125.8% | +110.6% | +171.0% |
| 5Y | +112.6% | +130.0% | -17.4% | +66.8% |
| All | +251.0% | +59.5% | +191.5% | +208.8% |
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 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