+186.8%
UAL vs RGEN
+15.2%
+171.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.0% |
| 7D | -3.0% | -3.3% | +0.2% | -1.8% |
| 30D | +10.5% | -5.8% | +16.3% | +12.8% |
| 3M | -13.5% | +0.2% | -13.7% | -14.7% |
| 6M | +14.2% | +56.8% | -42.5% | -6.4% |
| YTD | -2.2% | +2.4% | -4.6% | -6.2% |
| 1Y | +12.5% | +11.4% | +1.0% | +4.7% |
| 3Y | +186.8% | +15.2% | +171.7% | +144.4% |
| All | +186.8% | +15.2% | +171.6% | +144.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling