+200.6%
UAL vs RACE
+30.0%
+170.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.2% | -3.5% |
| 7D | +5.0% | +5.7% | -0.6% | +2.7% |
| 30D | -1.2% | +9.3% | -10.5% | -4.8% |
| 3M | -16.8% | +3.8% | -20.6% | -18.1% |
| 6M | +18.0% | +29.8% | -11.8% | +5.9% |
| YTD | -1.2% | +15.6% | -16.8% | -7.8% |
| 1Y | +14.3% | +5.1% | +9.3% | +10.3% |
| All | +200.6% | +30.0% | +170.5% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling