+14.3%
UAL vs AMC
+21.7%
-7.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -12.5% | +7.9% | -2.9% |
| 7D | +5.0% | 0.0% | +5.0% | +5.1% |
| 30D | -1.2% | +4.4% | -5.6% | -1.6% |
| 3M | -16.8% | +15.4% | -32.1% | -18.3% |
| 6M | +18.0% | +93.7% | -75.8% | +2.8% |
| YTD | -1.2% | +97.4% | -98.6% | -14.1% |
| 1Y | +14.3% | +23.2% | -8.9% | +7.6% |
| All | +14.3% | +21.7% | -7.4% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling