+112.3%
UAL vs AMC
-99.3%
+211.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.8% |
| 7D | +8.2% | +2.6% | +5.5% | +7.8% |
| 30D | +2.3% | +9.0% | -6.7% | +1.2% |
| 3M | -12.7% | +22.2% | -34.9% | -15.1% |
| 6M | +12.7% | +91.5% | -78.8% | +0.9% |
| YTD | +0.8% | +101.3% | -100.5% | -11.0% |
| 1Y | +17.8% | +20.8% | -3.0% | +10.5% |
| 3Y | +206.7% | -71.3% | +278.0% | +220.2% |
| All | +112.3% | -99.3% | +211.5% | +232.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling