+27.0%
UAL vs SBAC
-2.2%
+29.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | +0.2% |
| 7D | +12.5% | +3.6% | +8.8% | +12.7% |
| 30D | +12.2% | +4.9% | +7.3% | +12.6% |
| 3M | -2.6% | +6.5% | -9.0% | -2.2% |
| 6M | +21.1% | -11.1% | +32.2% | +20.5% |
| YTD | +7.8% | +0.9% | +6.9% | +10.8% |
| All | +27.0% | -2.2% | +29.2% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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