+573.0%
UAL vs APTV
+194.6%
+378.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.1% | -0.5% | +0.7% |
| 7D | +0.7% | +4.8% | -4.1% | -2.2% |
| 30D | -16.1% | +2.0% | -18.1% | -17.4% |
| 3M | +6.1% | -34.2% | +40.4% | +33.9% |
| 6M | +10.8% | -34.7% | +45.5% | +37.8% |
| YTD | -0.4% | -37.0% | +36.6% | +26.2% |
| 1Y | +5.0% | -40.4% | +45.4% | +37.6% |
| 3Y | +124.0% | -54.1% | +178.1% | +228.4% |
| 5Y | +141.0% | -68.0% | +209.0% | +328.5% |
| 10Y | +118.0% | -15.5% | +133.5% | +106.4% |
| All | +573.0% | +194.6% | +378.4% | +288.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling