+251.3%
UAL vs SU
+181.5%
+69.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | +0.7% | +3.6% | -2.9% | -0.5% |
| 30D | -16.1% | +7.9% | -24.0% | -18.4% |
| 3M | +6.1% | +3.5% | +2.6% | +3.7% |
| 6M | +10.8% | +19.0% | -8.1% | +1.9% |
| YTD | -0.4% | +55.0% | -55.4% | -16.7% |
| 1Y | +5.0% | +71.2% | -66.2% | -15.4% |
| 3Y | +124.0% | +117.4% | +6.6% | +63.5% |
| 5Y | +141.0% | +335.2% | -194.2% | +32.0% |
| 10Y | +118.0% | +248.7% | -130.7% | +24.3% |
| All | +251.3% | +181.5% | +69.8% | +34.2% |
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 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