+76.8%
UAL vs MSCI
+799.8%
-723.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.5% | -5.3% |
| 7D | +0.7% | -0.7% | +1.4% | +1.0% |
| 30D | +7.8% | +16.2% | -8.4% | +0.6% |
| 3M | -11.1% | +16.1% | -27.2% | -17.2% |
| 6M | +16.1% | +12.9% | +3.2% | +8.3% |
| YTD | -0.5% | +14.8% | -15.3% | -8.8% |
| 1Y | +11.3% | +13.8% | -2.5% | +2.4% |
| 3Y | +192.8% | +31.2% | +161.6% | +145.0% |
| 5Y | +123.3% | +5.6% | +117.7% | +100.9% |
| All | +76.8% | +799.8% | -723.0% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling