+124.6%
UAL vs SU
+120.6%
+4.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | -1.1% | +1.6% | -2.7% | -1.2% |
| 30D | -13.4% | +10.7% | -24.2% | -13.9% |
| 3M | -2.3% | +13.5% | -15.8% | -3.0% |
| 6M | +13.3% | +21.8% | -8.5% | +7.8% |
| YTD | -4.2% | +58.8% | -63.1% | -17.1% |
| 1Y | +1.4% | +72.0% | -70.6% | -15.1% |
| All | +124.6% | +120.6% | +4.1% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling