+206.7%
UAL vs S
+34.5%
+172.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.6% |
| 7D | +8.2% | -13.4% | +21.6% | +11.9% |
| 30D | +2.3% | -14.0% | +16.3% | +5.8% |
| 3M | -12.7% | +4.9% | -17.6% | -15.1% |
| 6M | +12.7% | +42.0% | -29.3% | -0.3% |
| YTD | +0.8% | +45.1% | -44.3% | -12.6% |
| 1Y | +17.8% | +33.1% | -15.3% | +4.4% |
| 3Y | +206.7% | +40.6% | +166.1% | +147.6% |
| All | +206.7% | +34.5% | +172.2% | +147.6% |
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