-26.3%
U vs UAL
+215.9%
-242.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | +24.4% | +12.5% | +11.9% | +17.0% |
| 30D | +7.4% | +12.2% | -4.8% | +1.1% |
| 3M | +16.8% | -2.6% | +19.4% | +17.0% |
| 6M | +78.8% | +21.1% | +57.7% | +59.6% |
| YTD | +14.0% | +7.8% | +6.2% | +6.4% |
| 1Y | +16.7% | +25.4% | -8.7% | +0.8% |
| 3Y | +86.4% | +217.3% | -131.0% | -2.2% |
| 5Y | -71.5% | +132.9% | -204.3% | -84.0% |
| All | -26.3% | +215.9% | -242.3% | -55.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling