+186.8%
UAL vs SPXU
-80.6%
+267.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -3.0% | -1.0% |
| 7D | -3.0% | -7.6% | +4.5% | -7.5% |
| 30D | +10.5% | +5.3% | +5.1% | +16.0% |
| 3M | -13.5% | +9.6% | -23.1% | -5.9% |
| 6M | +14.2% | -4.5% | +18.8% | +16.1% |
| YTD | -2.2% | -25.9% | +23.6% | -12.4% |
| 1Y | +12.5% | -28.9% | +41.4% | -1.1% |
| 3Y | +186.8% | -80.5% | +267.3% | +57.4% |
| All | +186.8% | -80.6% | +267.4% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling