+25.2%
UAL vs ALLE
+15.5%
+9.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +5.3% |
| 7D | +10.2% | -0.6% | +10.8% | +10.7% |
| 30D | +12.0% | +26.6% | -14.6% | -1.1% |
| 3M | -7.1% | +13.2% | -20.3% | -12.6% |
| 6M | +20.9% | +42.9% | -22.0% | -1.6% |
| YTD | +7.7% | +21.0% | -13.4% | -11.8% |
| All | +25.2% | +15.5% | +9.7% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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