+248.5%
UAL vs GEN
+420.2%
-171.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.6% | -4.2% |
| 7D | +5.0% | +8.5% | -3.5% | +1.5% |
| 30D | -1.2% | +34.2% | -35.4% | -13.4% |
| 3M | -16.8% | +10.0% | -26.7% | -21.5% |
| 6M | +18.0% | +56.8% | -38.8% | -6.3% |
| YTD | -1.2% | +14.2% | -15.4% | -10.2% |
| 1Y | +14.3% | +20.8% | -6.5% | +1.2% |
| 3Y | +194.6% | +84.1% | +110.5% | +114.6% |
| 5Y | +109.6% | +37.1% | +72.5% | +68.6% |
| 10Y | +93.1% | +171.5% | -78.4% | -5.4% |
| All | +248.5% | +420.2% | -171.6% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling