+5.0%
UAL vs SYY
+1.0%
+4.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +2.8% |
| 7D | +0.7% | -2.3% | +3.0% | +1.2% |
| 30D | -16.1% | -4.9% | -11.2% | -15.2% |
| 3M | +6.1% | +8.4% | -2.2% | +3.9% |
| 6M | +10.8% | -7.4% | +18.2% | +9.1% |
| YTD | -0.4% | +11.0% | -11.4% | -1.6% |
| 1Y | +5.0% | -0.2% | +5.3% | +6.5% |
| All | +5.0% | +1.0% | +4.1% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling