+251.3%
UAL vs AZO
+2,969.5%
-2,718.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.2% |
| 7D | +0.7% | +0.7% | 0.0% | +0.2% |
| 30D | -16.1% | -2.7% | -13.4% | -14.7% |
| 3M | +6.1% | -3.2% | +9.3% | +7.3% |
| 6M | +10.8% | -19.7% | +30.6% | +25.3% |
| YTD | -0.4% | -12.0% | +11.6% | +4.4% |
| 1Y | +5.0% | -29.5% | +34.5% | +26.1% |
| 3Y | +124.0% | +17.3% | +106.7% | +79.1% |
| 5Y | +141.0% | +94.1% | +46.9% | +25.0% |
| 10Y | +118.0% | +303.3% | -185.3% | -43.6% |
| All | +251.3% | +2,969.5% | -2,718.2% | -89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling