+169.8%
UAL vs AHR
+365.8%
-196.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +3.1% |
| 7D | +0.7% | -1.5% | +2.2% | +1.1% |
| 30D | -16.1% | -1.4% | -14.7% | -15.8% |
| 3M | +6.1% | +18.6% | -12.4% | -1.3% |
| 6M | +10.8% | +6.6% | +4.3% | +7.2% |
| YTD | -0.4% | +17.5% | -17.9% | -7.2% |
| 1Y | +5.0% | +30.9% | -25.8% | -6.4% |
| All | +169.8% | +365.8% | -196.0% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling