-0.9%
UAL vs AU
+73.4%
-74.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | +0.5% |
| 7D | -2.0% | -7.0% | +5.0% | -0.3% |
| 30D | -15.7% | +7.3% | -23.0% | -17.6% |
| 3M | +3.6% | +33.2% | -29.6% | -5.3% |
| 6M | +16.9% | -0.6% | +17.5% | +13.9% |
| YTD | -4.8% | +26.2% | -30.9% | -11.8% |
| 1Y | -0.9% | +68.3% | -69.2% | -14.6% |
| All | -0.9% | +73.4% | -74.3% | -14.6% |
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