+17.8%
UAL vs FE
+5.1%
+12.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.5% | +2.0% |
| 7D | +8.2% | -1.0% | +9.2% | +8.2% |
| 30D | +2.3% | +4.1% | -1.8% | +2.5% |
| 3M | -12.7% | -1.0% | -11.7% | -12.8% |
| 6M | +12.7% | +4.0% | +8.7% | +14.3% |
| YTD | +0.8% | +6.8% | -6.0% | +8.0% |
| 1Y | +17.8% | +5.3% | +12.5% | +26.2% |
| All | +17.8% | +5.1% | +12.7% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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