+25.3%
U vs UAL
+16.4%
+8.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.0% | +7.1% | +3.3% |
| 7D | +2.8% | +0.7% | +2.1% | +2.3% |
| 30D | +7.6% | +7.8% | -0.2% | +3.6% |
| 3M | +12.7% | -11.1% | +23.8% | +16.6% |
| 6M | +87.0% | +16.1% | +70.9% | +71.7% |
| YTD | +13.6% | -0.5% | +14.1% | +15.1% |
| 1Y | +25.3% | +11.3% | +14.0% | +19.5% |
| All | +25.3% | +16.4% | +8.9% | +19.5% |
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