+206.7%
UAL vs ARWR
+105.6%
+101.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.8% |
| 7D | +8.2% | -2.9% | +11.1% | +8.9% |
| 30D | +2.3% | -5.4% | +7.7% | +3.6% |
| 3M | -12.7% | -32.2% | +19.6% | -5.5% |
| 6M | +12.7% | -26.5% | +39.2% | +19.0% |
| YTD | +0.8% | -12.4% | +13.2% | +2.1% |
| 1Y | +17.8% | +46.9% | -29.1% | +6.5% |
| 3Y | +206.7% | +116.0% | +90.7% | +126.0% |
| All | +206.7% | +105.6% | +101.1% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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