+159.5%
UAL vs AHR
+357.7%
-198.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | -1.1% | -4.3% | +3.2% | +0.4% |
| 30D | -13.4% | -3.1% | -10.4% | -12.7% |
| 3M | -2.3% | +15.7% | -18.0% | -8.3% |
| 6M | +13.3% | +4.1% | +9.3% | +10.5% |
| YTD | -4.2% | +15.4% | -19.6% | -10.2% |
| 1Y | +1.4% | +28.0% | -26.6% | -8.9% |
| All | +159.5% | +357.7% | -198.2% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling