+130.6%
UAL vs SU
+222.7%
-92.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.1% |
| 7D | +2.3% | -4.3% | +6.5% | +2.8% |
| 30D | +13.3% | -6.2% | +19.5% | +13.9% |
| 3M | -6.3% | +9.7% | -16.0% | -8.5% |
| 6M | +22.5% | +7.3% | +15.2% | +19.3% |
| YTD | +5.9% | +58.7% | -52.9% | -9.3% |
| 1Y | +24.7% | +59.7% | -35.1% | +6.5% |
| 3Y | +211.6% | +129.2% | +82.3% | +137.1% |
| 5Y | +130.6% | +223.7% | -93.1% | +40.2% |
| All | +130.6% | +222.7% | -92.1% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling