-8.4%
T vs UAL
+18.2%
-26.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -0.8% |
| 7D | +1.0% | +8.2% | -7.1% | +1.4% |
| 30D | -10.6% | +2.3% | -12.9% | -10.5% |
| 3M | -7.7% | -12.7% | +4.9% | -8.4% |
| 6M | -13.3% | +12.7% | -26.0% | -12.6% |
| YTD | -8.8% | +0.8% | -9.6% | -8.8% |
| 1Y | -8.4% | +17.8% | -26.2% | -9.0% |
| All | -8.4% | +18.2% | -26.6% | -9.0% |
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 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