+25.2%
UAL vs ATI
+87.1%
-61.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.2% | +1.6% | +4.1% |
| 7D | +10.2% | +6.0% | +4.2% | +6.8% |
| 30D | +12.0% | -3.6% | +15.7% | +13.6% |
| 3M | -7.1% | -18.9% | +11.8% | +3.9% |
| 6M | +20.9% | +16.7% | +4.2% | +4.1% |
| YTD | +7.7% | +61.1% | -53.4% | -24.1% |
| All | +25.2% | +87.1% | -61.9% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling