+17.8%
UAL vs PL
-3.5%
+21.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.4% | -8.3% | +1.1% |
| 7D | +8.2% | -6.8% | +15.0% | +8.6% |
| 30D | +2.3% | -29.3% | +31.6% | +5.2% |
| 3M | -12.7% | -44.8% | +32.1% | -8.8% |
| 6M | +12.7% | -68.4% | +81.1% | +21.1% |
| YTD | +0.8% | -36.4% | +37.2% | +3.0% |
| 1Y | +17.8% | +0.7% | +17.1% | +17.2% |
| All | +17.8% | -3.5% | +21.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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