+130.6%
UAL vs GEN
+35.2%
+95.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.6% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | +13.3% | +31.2% | -17.9% | +1.9% |
| 3M | -6.3% | +6.1% | -12.4% | -9.4% |
| 6M | +22.5% | +38.1% | -15.6% | +4.8% |
| YTD | +5.9% | +14.4% | -8.5% | -2.0% |
| 1Y | +24.7% | +15.1% | +9.5% | +15.1% |
| 3Y | +211.6% | +68.5% | +143.1% | +146.6% |
| 5Y | +130.6% | +35.8% | +94.8% | +87.3% |
| All | +130.6% | +35.2% | +95.4% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling