+206.7%
UAL vs ADM
+6.1%
+200.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.1% |
| 7D | +8.2% | -9.0% | +17.2% | +9.3% |
| 30D | +2.3% | -14.0% | +16.3% | +4.0% |
| 3M | -12.7% | -9.2% | -3.5% | -12.1% |
| 6M | +12.7% | -9.2% | +21.8% | +12.9% |
| YTD | +0.8% | +24.2% | -23.4% | -6.3% |
| 1Y | +17.8% | +27.0% | -9.2% | +8.7% |
| 3Y | +206.7% | +6.6% | +200.1% | +182.2% |
| All | +206.7% | +6.1% | +200.6% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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