-29.8%
SYK vs UAL
-2.2%
-27.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -12.3% | -2.0% | -10.3% | -12.1% |
| 30D | -22.4% | -15.7% | -6.8% | -21.2% |
| 3M | -12.3% | +3.6% | -15.9% | -12.5% |
| 6M | -24.3% | +16.9% | -41.2% | -25.5% |
| YTD | -22.8% | -4.8% | -18.0% | -23.1% |
| All | -29.8% | -2.2% | -27.6% | -29.7% |
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