+24.7%
UAL vs AU
+27.2%
-2.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | +2.3% | +4.7% | -2.4% | +0.8% |
| 30D | +13.3% | -1.5% | +14.9% | +13.5% |
| 3M | -6.3% | -5.0% | -1.3% | -5.9% |
| 6M | +22.5% | -13.5% | +36.0% | +25.2% |
| YTD | +5.9% | +11.7% | -5.9% | -4.4% |
| 1Y | +24.7% | +21.3% | +3.3% | +7.3% |
| All | +24.7% | +27.2% | -2.5% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling