+222.6%
UAL vs SPXU
-80.6%
+303.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -7.0% | +13.8% | +2.2% |
| 7D | +10.2% | -1.5% | +11.7% | +10.4% |
| 30D | +12.0% | +9.7% | +2.4% | +20.8% |
| 3M | -7.1% | +8.4% | -15.5% | +0.3% |
| 6M | +20.9% | -5.7% | +26.6% | +21.8% |
| YTD | +7.7% | -25.4% | +33.1% | -3.2% |
| 1Y | +23.6% | -28.9% | +52.4% | +8.7% |
| 3Y | +222.6% | -81.2% | +303.7% | +75.7% |
| All | +222.6% | -80.6% | +303.2% | +75.7% |
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