+3,058.0%
UAL vs SPXU
-100.0%
+3,158.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +1.7% |
| 7D | +8.2% | +7.6% | +0.6% | +12.8% |
| 30D | +2.3% | +17.5% | -15.2% | +12.0% |
| 3M | -12.7% | +14.7% | -27.3% | -5.0% |
| 6M | +12.7% | -0.1% | +12.7% | +16.8% |
| YTD | +0.8% | -19.8% | +20.6% | -3.1% |
| 1Y | +17.8% | -23.7% | +41.5% | +11.2% |
| 3Y | +206.7% | -79.5% | +286.2% | +87.2% |
| 5Y | +113.9% | -81.9% | +195.8% | +56.5% |
| 10Y | +97.0% | -99.5% | +196.5% | -52.1% |
| All | +3,058.0% | -100.0% | +3,158.0% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling