+186.8%
UAL vs AZO
+20.6%
+166.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | -3.0% | +1.3% | -4.4% | -3.1% |
| 30D | +10.5% | +12.0% | -1.5% | +9.9% |
| 3M | -13.5% | +7.2% | -20.7% | -13.8% |
| 6M | +14.2% | -3.2% | +17.4% | +14.2% |
| YTD | -2.2% | -3.9% | +1.6% | -2.5% |
| 1Y | +12.5% | -14.7% | +27.1% | +12.7% |
| 3Y | +186.8% | +20.4% | +166.4% | +186.2% |
| All | +186.8% | +20.6% | +166.2% | +186.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling