-2.6%
UAL vs AZO
-32.4%
+29.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -2.0% | -2.9% | +0.9% | -2.1% |
| 30D | -15.7% | -5.3% | -10.4% | -15.9% |
| 3M | +3.6% | -7.3% | +11.0% | +3.2% |
| 6M | +16.9% | -22.7% | +39.6% | +12.5% |
| YTD | -4.8% | -15.0% | +10.3% | -5.1% |
| All | -2.6% | -32.4% | +29.8% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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