+124.6%
UAL vs MKSI
+191.6%
-67.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.4% |
| 7D | -1.1% | +6.6% | -7.8% | -3.7% |
| 30D | -13.4% | -8.2% | -5.2% | -10.8% |
| 3M | -2.3% | -16.4% | +14.1% | +1.3% |
| 6M | +13.3% | +23.0% | -9.6% | -1.3% |
| YTD | -4.2% | +68.2% | -72.4% | -27.9% |
| 1Y | +1.4% | +148.6% | -147.2% | -36.9% |
| All | +124.6% | +191.6% | -67.0% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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