+25.4%
UAL vs A
+22.0%
+3.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.8% |
| 7D | +12.5% | +1.4% | +11.1% | +11.9% |
| 30D | +12.2% | +4.3% | +7.9% | +10.0% |
| 3M | -2.6% | +19.8% | -22.4% | -10.9% |
| 6M | +21.1% | +54.4% | -33.3% | -4.1% |
| YTD | +7.8% | +31.7% | -23.9% | -6.6% |
| 1Y | +25.4% | +22.4% | +3.0% | +13.9% |
| All | +25.4% | +22.0% | +3.4% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling