+100.2%
UAL vs SPXU
-99.5%
+199.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -7.0% | +13.8% | +3.2% |
| 7D | +10.2% | -1.5% | +11.7% | +10.5% |
| 30D | +12.0% | +9.7% | +2.4% | +19.1% |
| 3M | -7.1% | +8.4% | -15.5% | -1.1% |
| 6M | +20.9% | -5.7% | +26.6% | +22.0% |
| YTD | +7.7% | -25.4% | +33.1% | -0.3% |
| 1Y | +23.6% | -28.9% | +52.4% | +12.5% |
| 3Y | +222.6% | -81.2% | +303.7% | +85.3% |
| 5Y | +127.9% | -83.3% | +211.2% | +58.2% |
| 10Y | +100.2% | -99.5% | +199.7% | -58.9% |
| All | +100.2% | -99.5% | +199.7% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling