+144.9%
UAL vs MKSI
+84.1%
+60.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +2.3% |
| 7D | -1.4% | +2.7% | -4.1% | -2.5% |
| 30D | -12.2% | -12.8% | +0.6% | -7.3% |
| 3M | -2.5% | -22.5% | +20.0% | +4.8% |
| 6M | +21.1% | +19.4% | +1.7% | +6.7% |
| YTD | -1.8% | +67.7% | -69.5% | -26.6% |
| 1Y | +0.4% | +131.4% | -131.0% | -36.2% |
| 3Y | +130.3% | +197.3% | -67.0% | +16.6% |
| All | +144.9% | +84.1% | +60.8% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling