+217.3%
UAL vs S
+54.2%
+163.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +12.5% | +1.4% | +11.1% | +12.1% |
| 30D | +12.2% | -10.8% | +23.0% | +15.0% |
| 3M | -2.6% | +5.4% | -8.0% | -5.1% |
| 6M | +21.1% | +41.2% | -20.2% | +7.7% |
| YTD | +7.8% | +56.2% | -48.4% | -8.2% |
| 1Y | +25.4% | +36.3% | -10.9% | +11.0% |
| 3Y | +217.3% | +49.4% | +167.9% | +155.8% |
| All | +217.3% | +54.2% | +163.1% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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