+17.8%
UAL vs RVTY
+69.5%
-51.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.0% |
| 7D | +8.2% | -1.2% | +9.4% | +8.3% |
| 30D | +2.3% | +1.0% | +1.3% | +1.5% |
| 3M | -12.7% | +35.8% | -48.5% | -24.5% |
| 6M | +12.7% | +56.7% | -44.0% | -10.3% |
| YTD | +0.8% | +60.7% | -59.9% | -22.3% |
| 1Y | +17.8% | +73.7% | -55.9% | -14.4% |
| All | +17.8% | +69.5% | -51.7% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling