+260.6%
SPOT vs UAL
+197.6%
+62.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.0% | -3.9% | -2.1% |
| 7D | +1.6% | +8.2% | -6.5% | +0.6% |
| 30D | +17.6% | +2.3% | +15.2% | +17.1% |
| 3M | +26.9% | -12.7% | +39.6% | +28.8% |
| 6M | +41.8% | +12.7% | +29.1% | +38.1% |
| YTD | +3.8% | +0.8% | +3.0% | +2.2% |
| 1Y | -2.5% | +17.8% | -20.2% | -6.7% |
| 3Y | +260.6% | +206.7% | +53.9% | +216.3% |
| All | +260.6% | +197.6% | +62.9% | +216.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling