+25.4%
UAL vs RVTY
+74.8%
-49.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.5% |
| 7D | +12.5% | -2.7% | +15.1% | +13.4% |
| 30D | +12.2% | +3.2% | +9.0% | +10.4% |
| 3M | -2.6% | +37.2% | -39.8% | -15.9% |
| 6M | +21.1% | +57.7% | -36.6% | -3.5% |
| YTD | +7.8% | +64.8% | -57.0% | -17.8% |
| 1Y | +25.4% | +72.8% | -47.4% | -8.0% |
| All | +25.4% | +74.8% | -49.4% | -8.0% |
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