+25.2%
UAL vs ALL
+28.9%
-3.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.4% | +7.2% | +6.7% |
| 7D | +10.2% | -3.9% | +14.1% | +9.6% |
| 30D | +12.0% | +10.6% | +1.4% | +14.5% |
| 3M | -7.1% | -4.6% | -2.5% | -7.6% |
| 6M | +20.9% | +20.2% | +0.7% | +25.1% |
| YTD | +7.7% | +23.7% | -16.0% | +10.4% |
| All | +25.2% | +28.9% | -3.7% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling