+311.1%
SPOT vs UAL
+62.8%
+248.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.7% |
| 7D | +1.6% | -3.0% | +4.6% | +2.1% |
| 30D | +16.9% | +10.5% | +6.5% | +14.6% |
| 3M | +23.0% | -13.5% | +36.4% | +25.6% |
| 6M | +42.2% | +14.2% | +28.0% | +36.9% |
| YTD | +5.5% | -2.2% | +7.7% | +3.6% |
| 1Y | -5.1% | +12.5% | -17.6% | -9.4% |
| 3Y | +257.9% | +186.8% | +71.1% | +174.6% |
| 5Y | +118.4% | +119.4% | -1.0% | +71.7% |
| All | +311.1% | +62.8% | +248.4% | +259.0% |
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