+100.1%
UAL vs ALL
+369.3%
-269.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.7% | -1.7% |
| 7D | +12.5% | -0.1% | +12.6% | +12.4% |
| 30D | +12.2% | +13.8% | -1.6% | +2.9% |
| 3M | -2.6% | -2.8% | +0.2% | -1.6% |
| 6M | +21.1% | +23.7% | -2.6% | +1.7% |
| YTD | +7.8% | +27.3% | -19.5% | -12.3% |
| 1Y | +25.4% | +30.5% | -5.1% | -0.1% |
| 3Y | +217.3% | +113.0% | +104.3% | +63.3% |
| 5Y | +132.9% | +157.6% | -24.7% | -5.7% |
| All | +100.1% | +369.3% | -269.2% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling