+73.7%
UAL vs APTV
-27.4%
+101.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.6% |
| 7D | -3.0% | -1.7% | -1.3% | -1.9% |
| 30D | +10.5% | -11.6% | +22.0% | +19.3% |
| 3M | -13.5% | -21.2% | +7.7% | 0.0% |
| 6M | +14.2% | -28.5% | +42.7% | +35.2% |
| YTD | -2.2% | -49.1% | +46.8% | +42.5% |
| 1Y | +12.5% | -52.2% | +64.7% | +70.7% |
| 3Y | +186.8% | -48.6% | +235.5% | +293.2% |
| 5Y | +119.4% | -77.3% | +196.6% | +402.5% |
| All | +73.7% | -27.4% | +101.1% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling