+100.2%
UAL vs RUN
+133.0%
-32.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.4% | +9.2% | +7.2% |
| 7D | +10.2% | +18.1% | -7.9% | +6.6% |
| 30D | +12.0% | +27.5% | -15.5% | +6.7% |
| 3M | -7.1% | -4.5% | -2.6% | -6.9% |
| 6M | +20.9% | -33.3% | +54.2% | +28.4% |
| YTD | +7.7% | -47.1% | +54.7% | +16.5% |
| 1Y | +23.6% | -43.1% | +66.7% | +31.4% |
| 3Y | +222.6% | -3.0% | +225.5% | +147.3% |
| 5Y | +127.9% | -82.6% | +210.6% | +129.4% |
| 10Y | +100.2% | +103.3% | -3.1% | -3.0% |
| All | +100.2% | +133.0% | -32.8% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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