+11.3%
UAL vs EMB
-0.3%
+11.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.8% | -5.2% | -2.2% |
| 7D | +0.7% | -0.7% | +1.4% | +4.2% |
| 30D | +7.8% | +0.5% | +7.2% | +6.1% |
| 3M | -11.1% | -2.5% | -8.6% | +1.3% |
| 6M | +16.1% | -2.0% | +18.1% | +30.3% |
| YTD | -0.5% | -0.9% | +0.4% | +8.1% |
| 1Y | +11.3% | -0.3% | +11.6% | +17.1% |
| All | +11.3% | -0.3% | +11.6% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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