+96.5%
UAL vs AU
+817.3%
-720.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.7% |
| 7D | +2.3% | +4.7% | -2.4% | +1.9% |
| 30D | +13.3% | -1.5% | +14.9% | +13.4% |
| 3M | -6.3% | -5.0% | -1.3% | -6.1% |
| 6M | +22.5% | -13.5% | +36.0% | +23.1% |
| YTD | +5.9% | +11.7% | -5.9% | +4.8% |
| 1Y | +24.7% | +21.3% | +3.3% | +23.0% |
| 3Y | +211.6% | +545.0% | -333.4% | +188.6% |
| 5Y | +130.6% | +412.0% | -281.4% | +111.3% |
| 10Y | +96.5% | +899.1% | -802.6% | +86.0% |
| All | +96.5% | +817.3% | -720.8% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling