+27.5%
UAL vs P
+19.7%
+7.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -5.0% | +13.0% | +8.5% |
| 7D | +11.9% | -19.4% | +31.3% | +14.7% |
| 30D | +5.2% | -22.3% | +27.6% | +8.2% |
| 3M | -12.7% | +33.2% | -45.9% | -16.3% |
| 6M | +28.5% | +53.6% | -25.1% | +19.2% |
| YTD | +3.5% | +66.8% | -63.3% | -5.8% |
| 1Y | +27.5% | +17.5% | +10.0% | +16.8% |
| All | +27.5% | +19.7% | +7.8% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling