-5.1%
SPOT vs UAL
+10.5%
-15.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.4% |
| 7D | +1.6% | -3.0% | +4.6% | +1.7% |
| 30D | +16.9% | +10.5% | +6.5% | +16.9% |
| 3M | +23.0% | -13.5% | +36.4% | +23.1% |
| 6M | +42.2% | +14.2% | +28.0% | +40.7% |
| YTD | +5.5% | -2.2% | +7.7% | +4.4% |
| 1Y | -5.1% | +12.5% | -17.6% | -6.9% |
| All | -5.1% | +10.5% | -15.6% | -6.9% |
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