+217.3%
UAL vs GEN
+66.2%
+151.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +12.5% | +1.0% | +11.4% | +12.1% |
| 30D | +12.2% | +29.1% | -16.9% | +2.1% |
| 3M | -2.6% | +2.9% | -5.5% | -4.2% |
| 6M | +21.1% | +33.6% | -12.5% | +5.0% |
| YTD | +7.8% | +12.0% | -4.2% | +2.4% |
| 1Y | +25.4% | +16.2% | +9.2% | +16.7% |
| 3Y | +217.3% | +65.1% | +152.3% | +170.7% |
| All | +217.3% | +66.2% | +151.2% | +170.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling