+0.4%
UAL vs AMRZ
-22.6%
+23.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.4% | -0.1% |
| 7D | +3.5% | -2.0% | +5.5% | +4.8% |
| 30D | -16.5% | -9.8% | -6.6% | -10.8% |
| 3M | +2.8% | -17.2% | +20.0% | +15.3% |
| 6M | +17.6% | -26.9% | +44.5% | +40.5% |
| YTD | -3.2% | -21.5% | +18.3% | +11.4% |
| 1Y | +0.4% | -22.9% | +23.3% | +10.1% |
| All | +0.4% | -22.6% | +23.0% | +10.1% |
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