+99.1%
UAL vs RGEN
+406.9%
-307.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -2.9% |
| 7D | +3.5% | -0.9% | +4.3% | +3.6% |
| 30D | -16.5% | +2.8% | -19.3% | -17.1% |
| 3M | +2.8% | +34.5% | -31.7% | -4.2% |
| 6M | +17.6% | +40.5% | -22.9% | +8.3% |
| YTD | -3.2% | +2.8% | -6.1% | -4.8% |
| 1Y | +0.4% | +39.6% | -39.2% | -7.7% |
| 3Y | +128.2% | +4.4% | +123.8% | +116.1% |
| 5Y | +137.7% | -42.8% | +180.5% | +132.3% |
| 10Y | +99.1% | +406.7% | -307.6% | +30.2% |
| All | +99.1% | +406.9% | -307.7% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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