+244.8%
UAL vs SU
+192.3%
+52.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.0% |
| 7D | -3.0% | +1.7% | -4.8% | -3.6% |
| 30D | +10.5% | -7.9% | +18.3% | +12.7% |
| 3M | -13.5% | +7.5% | -21.0% | -16.5% |
| 6M | +14.2% | +7.2% | +7.0% | +8.9% |
| YTD | -2.2% | +60.9% | -63.2% | -20.1% |
| 1Y | +12.5% | +63.6% | -51.2% | -8.7% |
| 3Y | +186.8% | +128.9% | +58.0% | +104.8% |
| 5Y | +119.4% | +228.3% | -108.9% | +32.4% |
| 10Y | +81.4% | +240.6% | -159.1% | +2.5% |
| All | +244.8% | +192.3% | +52.5% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling