+129.8%
UAL vs ARWR
+211.2%
-81.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.5% |
| 7D | +0.7% | +1.7% | -1.0% | +0.4% |
| 30D | -16.1% | -0.7% | -15.4% | -16.0% |
| 3M | +6.1% | +14.9% | -8.7% | +2.4% |
| 6M | +10.8% | +32.6% | -21.8% | +3.5% |
| YTD | -0.4% | +30.0% | -30.4% | -7.0% |
| 1Y | +5.0% | +208.4% | -203.3% | -18.8% |
| All | +129.8% | +211.2% | -81.5% | +51.8% |
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