+11.3%
UAL vs AU
+14.0%
-2.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.8% | -1.2% | -4.5% |
| 7D | +0.7% | -1.1% | +1.8% | +1.1% |
| 30D | +7.8% | -4.4% | +12.2% | +9.0% |
| 3M | -11.1% | -10.0% | -1.1% | -9.2% |
| 6M | +16.1% | -14.5% | +30.6% | +18.9% |
| YTD | -0.5% | +6.4% | -6.9% | -7.8% |
| 1Y | +11.3% | +7.7% | +3.6% | +2.1% |
| All | +11.3% | +14.0% | -2.7% | +2.1% |
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