+259.9%
UAL vs ACI
+32.1%
+227.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.5% | -1.7% |
| 7D | +2.3% | -5.3% | +7.6% | +2.7% |
| 30D | +13.3% | +5.0% | +8.3% | +12.9% |
| 3M | -6.3% | +7.5% | -13.8% | -6.8% |
| 6M | +22.5% | -16.0% | +38.5% | +23.7% |
| YTD | +5.9% | -20.6% | +26.5% | +7.1% |
| 1Y | +24.7% | -23.5% | +48.2% | +26.6% |
| 3Y | +211.6% | -32.1% | +243.7% | +218.3% |
| 5Y | +130.6% | -42.5% | +173.1% | +134.2% |
| All | +259.9% | +32.1% | +227.8% | +320.0% |
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