+116.5%
UAL vs P
+279.3%
-162.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.3% |
| 7D | -3.0% | +11.6% | -14.7% | -5.7% |
| 30D | +10.5% | -23.7% | +34.1% | +16.9% |
| 3M | -13.5% | -8.0% | -5.5% | -13.4% |
| 6M | +14.2% | +27.9% | -13.7% | +2.6% |
| YTD | -2.2% | +61.2% | -63.4% | -18.9% |
| 1Y | +12.5% | +28.6% | -16.1% | -3.1% |
| 3Y | +186.8% | +200.5% | -13.6% | +75.1% |
| All | +116.5% | +279.3% | -162.8% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling