+116.5%
UAL vs AEIS
+142.3%
-25.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.2% | 0.0% |
| 7D | -3.0% | +11.5% | -14.5% | -7.7% |
| 30D | +10.5% | -15.8% | +26.2% | +16.5% |
| 3M | -13.5% | -33.3% | +19.8% | +0.5% |
| 6M | +14.2% | -35.2% | +49.4% | +29.1% |
| YTD | -2.2% | +5.0% | -7.3% | -17.7% |
| 1Y | +12.5% | +8.5% | +4.0% | -7.2% |
| 3Y | +186.8% | +152.9% | +33.9% | +37.7% |
| All | +116.5% | +142.3% | -25.8% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling