-7.4%
T vs UAL
+21.5%
-29.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +2.6% | +12.5% | -9.9% | +3.0% |
| 30D | -1.1% | +12.2% | -13.3% | -0.7% |
| 3M | -7.7% | -2.6% | -5.2% | -8.0% |
| 6M | -10.6% | +21.1% | -31.7% | -9.6% |
| YTD | -7.5% | +7.8% | -15.3% | -7.3% |
| 1Y | -7.4% | +25.4% | -32.8% | -7.8% |
| All | -7.4% | +21.5% | -29.0% | -7.8% |
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