+134.5%
UAL vs FRSH
-72.4%
+206.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.7% |
| 7D | -1.1% | -9.6% | +8.4% | +1.3% |
| 30D | -13.4% | -0.4% | -13.0% | -13.7% |
| 3M | -2.3% | +27.2% | -29.5% | -8.9% |
| 6M | +13.3% | +42.2% | -28.9% | +1.6% |
| YTD | -4.2% | -2.6% | -1.6% | -6.0% |
| 1Y | +1.4% | -10.2% | +11.6% | +1.5% |
| 3Y | +125.8% | -45.5% | +171.3% | +147.4% |
| All | +134.5% | -72.4% | +206.9% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling