+217.3%
UAL vs ARWR
+81.3%
+136.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +12.5% | -17.7% | +30.1% | +16.5% |
| 30D | +12.2% | -21.9% | +34.1% | +17.5% |
| 3M | -2.6% | -44.5% | +41.9% | +9.2% |
| 6M | +21.1% | -32.6% | +53.7% | +29.5% |
| YTD | +7.8% | -26.2% | +34.0% | +12.5% |
| 1Y | +25.4% | +23.0% | +2.4% | +17.0% |
| 3Y | +217.3% | +81.8% | +135.6% | +140.9% |
| All | +217.3% | +81.3% | +136.1% | +140.9% |
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