+112.3%
UAL vs APTV
-77.0%
+189.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.5% | +5.5% | +4.0% |
| 7D | +8.2% | -10.2% | +18.4% | +14.8% |
| 30D | +2.3% | -10.8% | +13.1% | +9.0% |
| 3M | -12.7% | -14.8% | +2.1% | -5.1% |
| 6M | +12.7% | -30.6% | +43.3% | +33.0% |
| YTD | +0.8% | -48.2% | +49.0% | +40.5% |
| 1Y | +17.8% | -52.0% | +69.7% | +71.9% |
| 3Y | +206.7% | -47.0% | +253.7% | +298.9% |
| All | +112.3% | -77.0% | +189.3% | +380.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling