+17.3%
UAL vs FTV
+27.9%
-10.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | +8.2% | +0.2% | +7.9% | +8.3% |
| 30D | +2.3% | +15.7% | -13.3% | -5.0% |
| 3M | -12.7% | +7.5% | -20.2% | -15.8% |
| 6M | +12.7% | +8.5% | +4.2% | +8.0% |
| YTD | +0.8% | +18.8% | -18.0% | -7.2% |
| All | +17.3% | +27.9% | -10.6% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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