+96.5%
UAL vs PAAS
+183.5%
-87.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.6% |
| 7D | +2.3% | -5.2% | +7.4% | +3.1% |
| 30D | +13.3% | -13.9% | +27.3% | +15.9% |
| 3M | -6.3% | -23.8% | +17.5% | -2.7% |
| 6M | +22.5% | -36.4% | +58.9% | +30.3% |
| YTD | +5.9% | -23.4% | +29.2% | +8.6% |
| 1Y | +24.7% | +5.6% | +19.0% | +21.9% |
| 3Y | +211.6% | +209.7% | +1.9% | +156.1% |
| 5Y | +130.6% | +55.6% | +75.0% | +102.7% |
| 10Y | +96.5% | +212.2% | -115.8% | +53.2% |
| All | +96.5% | +183.5% | -87.1% | +53.2% |
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