+101.1%
UAL vs SPXU
-99.5%
+200.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.7% |
| 7D | +12.5% | +0.5% | +12.0% | +13.9% |
| 30D | +12.2% | +10.9% | +1.3% | +20.0% |
| 3M | -2.6% | +9.6% | -12.2% | +4.2% |
| 6M | +21.1% | -4.7% | +25.7% | +22.9% |
| YTD | +7.8% | -24.6% | +32.4% | +0.4% |
| 1Y | +25.4% | -24.7% | +50.1% | +17.5% |
| 3Y | +217.3% | -80.0% | +297.4% | +87.4% |
| 5Y | +132.9% | -83.5% | +216.4% | +60.7% |
| 10Y | +101.1% | -99.5% | +200.6% | -58.6% |
| All | +101.1% | -99.5% | +200.6% | -58.6% |
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