+27.5%
UAL vs AGI
-1.1%
+28.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +10.8% | -2.8% | +5.3% |
| 7D | +11.9% | -5.3% | +17.2% | +12.9% |
| 30D | +5.2% | -7.1% | +12.4% | +6.6% |
| 3M | -12.7% | +4.4% | -17.1% | -14.2% |
| 6M | +28.5% | -23.0% | +51.5% | +34.8% |
| YTD | +3.5% | -22.0% | +25.5% | +5.4% |
| 1Y | +27.5% | +0.3% | +27.3% | +15.2% |
| All | +27.5% | -1.1% | +28.6% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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