+5.0%
UAL vs AMIX
-81.0%
+86.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.5% |
| 7D | +0.7% | -13.7% | +14.4% | +0.8% |
| 30D | -16.1% | -62.1% | +46.0% | -15.5% |
| 3M | +6.1% | -46.2% | +52.3% | +8.1% |
| 6M | +10.8% | -46.4% | +57.3% | +11.6% |
| YTD | -0.4% | -60.3% | +59.9% | -1.1% |
| 1Y | +5.0% | -79.7% | +84.7% | +12.8% |
| All | +5.0% | -81.0% | +86.0% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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