+106.2%
UAL vs AU
+699.0%
-592.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.1% |
| 7D | -1.4% | -4.3% | +2.9% | -1.1% |
| 30D | -12.2% | +7.3% | -19.5% | -12.7% |
| 3M | -2.5% | +26.3% | -28.8% | -4.3% |
| 6M | +21.1% | +1.8% | +19.3% | +20.3% |
| YTD | -1.8% | +26.8% | -28.6% | -3.5% |
| 1Y | +0.4% | +66.7% | -66.3% | -2.5% |
| 3Y | +130.3% | +579.1% | -448.8% | +112.0% |
| 5Y | +147.7% | +689.3% | -541.7% | +124.6% |
| All | +106.2% | +699.0% | -592.7% | +94.2% |
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