+25.4%
UAL vs AGI
-3.7%
+29.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.3% | +5.5% | +1.5% |
| 7D | +12.5% | +13.9% | -1.5% | +8.9% |
| 30D | +12.2% | -6.2% | +18.4% | +13.3% |
| 3M | -2.6% | -6.9% | +4.4% | -1.6% |
| 6M | +21.1% | -28.7% | +49.8% | +28.8% |
| YTD | +7.8% | -19.8% | +27.6% | +8.8% |
| 1Y | +25.4% | -4.8% | +30.2% | +16.4% |
| All | +25.4% | -3.7% | +29.1% | +16.4% |
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