+25.4%
UAL vs STT
+48.0%
-22.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.2% |
| 7D | +12.5% | +1.1% | +11.3% | +11.5% |
| 30D | +12.2% | -1.9% | +14.1% | +14.1% |
| 3M | -2.6% | -7.6% | +5.0% | +4.0% |
| 6M | +21.1% | +16.0% | +5.1% | +3.8% |
| YTD | +7.8% | +36.2% | -28.4% | -22.6% |
| 1Y | +25.4% | +46.8% | -21.4% | -19.7% |
| All | +25.4% | +48.0% | -22.6% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling