+206.7%
UAL vs ALL
+105.5%
+101.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.5% | +2.7% |
| 7D | +8.2% | -1.9% | +10.1% | +8.5% |
| 30D | +2.3% | +13.8% | -11.4% | +0.4% |
| 3M | -12.7% | -7.0% | -5.7% | -11.6% |
| 6M | +12.7% | +18.0% | -5.3% | +8.2% |
| YTD | +0.8% | +24.2% | -23.4% | -5.0% |
| 1Y | +17.8% | +31.2% | -13.4% | +9.0% |
| 3Y | +206.7% | +107.5% | +99.2% | +193.0% |
| All | +206.7% | +105.5% | +101.2% | +193.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling