+27.5%
UAL vs AMRZ
-11.5%
+39.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +4.4% |
| 7D | +11.9% | +10.3% | +1.6% | +4.9% |
| 30D | +5.2% | +18.7% | -13.4% | -6.1% |
| 3M | -12.7% | -14.6% | +1.9% | -3.6% |
| 6M | +28.5% | -12.9% | +41.4% | +39.4% |
| YTD | +3.5% | -17.4% | +20.9% | +15.7% |
| 1Y | +27.5% | -12.3% | +39.8% | +36.6% |
| All | +27.5% | -11.5% | +39.0% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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