+200.6%
UAL vs APD
+13.4%
+187.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.9% | -1.6% | -3.4% |
| 7D | +5.0% | -0.7% | +5.7% | +5.4% |
| 30D | -1.2% | +10.1% | -11.4% | -4.8% |
| 3M | -16.8% | +4.9% | -21.7% | -18.4% |
| 6M | +18.0% | +2.5% | +15.5% | +16.4% |
| YTD | -1.2% | +27.8% | -29.0% | -12.7% |
| 1Y | +14.3% | +32.9% | -18.6% | -1.9% |
| All | +200.6% | +13.4% | +187.2% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling