+112.3%
UAL vs RACE
+65.0%
+47.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.9% |
| 7D | +8.2% | +5.1% | +3.1% | +5.3% |
| 30D | +2.3% | +7.7% | -5.4% | -1.7% |
| 3M | -12.7% | +2.2% | -14.9% | -13.8% |
| 6M | +12.7% | +23.8% | -11.1% | -0.4% |
| YTD | +0.8% | +13.9% | -13.1% | -7.4% |
| 1Y | +17.8% | +3.8% | +14.0% | +13.8% |
| 3Y | +206.7% | +28.0% | +178.7% | +134.4% |
| All | +112.3% | +65.0% | +47.2% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling