+186.8%
UAL vs ACI
-31.5%
+218.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.7% |
| 7D | -3.0% | +2.3% | -5.3% | -3.2% |
| 30D | +10.5% | +1.2% | +9.2% | +10.4% |
| 3M | -13.5% | +6.8% | -20.3% | -13.8% |
| 6M | +14.2% | -18.7% | +33.0% | +15.7% |
| YTD | -2.2% | -20.2% | +18.0% | -1.3% |
| 1Y | +12.5% | -23.7% | +36.2% | +14.5% |
| 3Y | +186.8% | -31.6% | +218.5% | +204.7% |
| All | +186.8% | -31.5% | +218.3% | +204.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling