+265.2%
UAL vs SUI
+1,077.3%
-812.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +4.4% |
| 7D | +11.9% | +10.0% | +1.9% | +4.8% |
| 30D | +5.2% | +8.4% | -3.2% | -1.0% |
| 3M | -12.7% | +0.7% | -13.4% | -13.6% |
| 6M | +28.5% | -0.9% | +29.5% | +27.5% |
| YTD | +3.5% | +0.6% | +2.9% | +1.3% |
| 1Y | +27.5% | +0.8% | +26.8% | +24.5% |
| 3Y | +208.6% | +15.5% | +193.1% | +161.1% |
| 5Y | +135.6% | -25.9% | +161.4% | +167.5% |
| 10Y | +102.3% | +119.5% | -17.3% | -7.3% |
| All | +265.2% | +1,077.3% | -812.1% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling