+11.3%
UAL vs AG
+15.8%
-4.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.3% | -0.7% | -4.8% |
| 7D | +0.7% | -6.0% | +6.7% | +2.2% |
| 30D | +7.8% | -14.3% | +22.1% | +11.3% |
| 3M | -11.1% | -26.9% | +15.8% | -5.7% |
| 6M | +16.1% | -42.1% | +58.2% | +26.7% |
| YTD | -0.5% | -15.9% | +15.4% | -3.2% |
| 1Y | +11.3% | +11.5% | -0.2% | -0.1% |
| All | +11.3% | +15.8% | -4.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling