+242.8%
UAL vs ACI
+29.9%
+212.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.4% | +5.4% | +2.3% |
| 7D | +8.2% | -2.2% | +10.4% | +8.4% |
| 30D | +2.3% | +10.3% | -8.0% | +1.6% |
| 3M | -12.7% | +7.2% | -19.9% | -13.2% |
| 6M | +12.7% | -18.0% | +30.7% | +14.0% |
| YTD | +0.8% | -22.0% | +22.8% | +2.1% |
| 1Y | +17.8% | -23.4% | +41.2% | +19.5% |
| 3Y | +206.7% | -35.8% | +242.5% | +214.7% |
| 5Y | +113.9% | -43.7% | +157.6% | +117.6% |
| All | +242.8% | +29.9% | +212.9% | +300.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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