+200.6%
UAL vs SUI
+16.8%
+183.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.2% | -4.8% |
| 7D | +5.0% | +8.8% | -3.7% | +2.2% |
| 30D | -1.2% | +8.9% | -10.2% | -4.4% |
| 3M | -16.8% | +2.0% | -18.8% | -17.5% |
| 6M | +18.0% | -0.6% | +18.6% | +17.5% |
| YTD | -1.2% | +1.3% | -2.5% | -2.3% |
| 1Y | +14.3% | +1.3% | +13.1% | +13.0% |
| All | +200.6% | +16.8% | +183.7% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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