+22.5%
UAL vs SU
+7.7%
+14.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -0.3% |
| 7D | +2.3% | -4.3% | +6.5% | -1.3% |
| 30D | +13.3% | -6.2% | +19.5% | +8.4% |
| 3M | -6.3% | +9.7% | -16.0% | +3.5% |
| 6M | +22.5% | +7.3% | +15.2% | +33.2% |
| All | +22.5% | +7.7% | +14.8% | +33.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling