+186.8%
UAL vs APTV
-48.7%
+235.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -3.0% | -1.7% | -1.3% | -2.1% |
| 30D | +10.5% | -11.6% | +22.0% | +17.4% |
| 3M | -13.5% | -21.2% | +7.7% | -3.0% |
| 6M | +14.2% | -28.5% | +42.7% | +29.6% |
| YTD | -2.2% | -49.1% | +46.8% | +32.8% |
| 1Y | +12.5% | -52.2% | +64.7% | +58.3% |
| 3Y | +186.8% | -48.6% | +235.5% | +260.6% |
| All | +186.8% | -48.7% | +235.6% | +260.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling