+100.0%
UAL vs AGI
+388.9%
-288.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.5% |
| 7D | -2.0% | -5.3% | +3.3% | -1.9% |
| 30D | -15.7% | +6.8% | -22.4% | -15.8% |
| 3M | +3.6% | +8.3% | -4.7% | +3.3% |
| 6M | +16.9% | -29.2% | +46.1% | +17.3% |
| YTD | -4.8% | -7.3% | +2.5% | -4.7% |
| 1Y | -0.9% | +8.0% | -9.0% | -0.9% |
| 3Y | +124.5% | +206.6% | -82.1% | +124.8% |
| 5Y | +140.2% | +398.1% | -258.0% | +142.8% |
| All | +100.0% | +388.9% | -288.9% | +114.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling