-0.9%
UAL vs SU
+71.3%
-72.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.7% |
| 7D | -2.0% | +1.7% | -3.7% | -0.8% |
| 30D | -15.7% | +9.6% | -25.3% | -10.0% |
| 3M | +3.6% | +11.7% | -8.1% | +13.4% |
| 6M | +16.9% | +21.9% | -5.0% | +28.3% |
| YTD | -4.8% | +58.6% | -63.4% | +4.4% |
| 1Y | -0.9% | +66.5% | -67.5% | +2.6% |
| All | -0.9% | +71.3% | -72.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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