+73.7%
UAL vs A
+302.9%
-229.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.1% |
| 7D | -3.0% | -0.5% | -2.6% | -2.7% |
| 30D | +10.5% | 0.0% | +10.5% | +10.6% |
| 3M | -13.5% | +16.7% | -30.2% | -21.2% |
| 6M | +14.2% | +54.8% | -40.6% | -13.0% |
| YTD | -2.2% | +28.8% | -31.1% | -17.1% |
| 1Y | +12.5% | +19.3% | -6.8% | -0.2% |
| 3Y | +186.8% | +65.5% | +121.3% | +102.1% |
| 5Y | +119.4% | +12.1% | +107.3% | +89.9% |
| All | +73.7% | +302.9% | -229.2% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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