+92.6%
UAL vs PAAS
+192.1%
-99.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.6% | +1.8% |
| 7D | +8.2% | +8.4% | -0.2% | +6.9% |
| 30D | +2.3% | -7.2% | +9.5% | +3.5% |
| 3M | -12.7% | -14.0% | +1.3% | -11.0% |
| 6M | +12.7% | -26.8% | +39.5% | +17.2% |
| YTD | +0.8% | -19.8% | +20.6% | +2.7% |
| 1Y | +17.8% | +22.8% | -5.1% | +12.7% |
| 3Y | +206.7% | +183.6% | +23.1% | +154.8% |
| 5Y | +113.9% | +73.8% | +40.1% | +85.2% |
| All | +92.6% | +192.1% | -99.5% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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