+88.8%
UAL vs AMC
-98.7%
+187.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -12.5% | +7.9% | -3.6% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -1.2% | +4.4% | -5.6% | -1.5% |
| 3M | -16.8% | +15.4% | -32.1% | -17.8% |
| 6M | +18.0% | +93.7% | -75.8% | +10.7% |
| YTD | -1.2% | +97.4% | -98.6% | -7.8% |
| 1Y | +14.3% | +23.2% | -8.9% | +10.1% |
| 3Y | +194.6% | -71.3% | +265.8% | +201.6% |
| 5Y | +109.6% | -99.3% | +208.9% | +150.4% |
| All | +88.8% | -98.7% | +187.5% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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