+123.3%
UAL vs AZO
+10.2%
+113.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -2.0% | -2.9% | +0.9% | -1.8% |
| 30D | -15.7% | -5.3% | -10.4% | -15.4% |
| 3M | +3.6% | -7.3% | +11.0% | +4.0% |
| 6M | +16.9% | -22.7% | +39.6% | +18.1% |
| YTD | -4.8% | -15.0% | +10.3% | -4.3% |
| 1Y | -0.9% | -32.2% | +31.3% | +1.7% |
| All | +123.3% | +10.2% | +113.1% | +111.8% |
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