+107.5%
UAL vs GEN
+158.5%
-51.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +3.1% |
| 7D | +0.7% | -1.2% | +1.9% | +1.0% |
| 30D | -16.1% | +10.1% | -26.2% | -18.5% |
| 3M | +6.1% | +16.1% | -9.9% | +1.2% |
| 6M | +10.8% | +38.9% | -28.0% | -0.6% |
| YTD | -0.4% | +14.4% | -14.8% | -5.4% |
| 1Y | +5.0% | +5.9% | -0.8% | +2.1% |
| 3Y | +124.0% | +58.8% | +65.2% | +95.3% |
| 5Y | +141.0% | +24.7% | +116.3% | +118.2% |
| All | +107.5% | +158.5% | -51.0% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling