+92.6%
UAL vs MSCI
+789.3%
-696.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +3.1% |
| 7D | +8.2% | +2.8% | +5.3% | +6.9% |
| 30D | +2.3% | +15.4% | -13.1% | -4.3% |
| 3M | -12.7% | +13.4% | -26.1% | -17.8% |
| 6M | +12.7% | +10.9% | +1.8% | +6.0% |
| YTD | +0.8% | +13.0% | -12.2% | -6.9% |
| 1Y | +17.8% | +12.0% | +5.8% | +9.1% |
| 3Y | +206.7% | +34.1% | +172.6% | +153.8% |
| 5Y | +113.9% | +3.9% | +110.0% | +93.9% |
| All | +92.6% | +789.3% | -696.7% | -33.1% |
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