+200.6%
UAL vs ALB
-17.6%
+218.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.6% | -8.1% | -5.5% |
| 7D | +5.0% | +5.5% | -0.4% | +3.5% |
| 30D | -1.2% | -7.5% | +6.3% | +0.8% |
| 3M | -16.8% | -16.9% | +0.2% | -13.3% |
| 6M | +18.0% | -49.2% | +67.2% | +40.0% |
| YTD | -1.2% | -29.9% | +28.7% | +4.3% |
| 1Y | +14.3% | +8.2% | +6.1% | +5.4% |
| All | +200.6% | -17.6% | +218.1% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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