+101.1%
UAL vs SYY
+86.7%
+14.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.9% |
| 7D | +12.5% | +4.7% | +7.7% | +8.6% |
| 30D | +12.2% | -0.7% | +12.8% | +12.2% |
| 3M | -2.6% | -6.8% | +4.2% | +2.2% |
| 6M | +21.1% | +8.6% | +12.4% | +11.5% |
| YTD | +7.8% | +8.4% | -0.6% | -3.6% |
| 1Y | +25.4% | +7.1% | +18.3% | +12.9% |
| 3Y | +217.3% | +25.2% | +192.1% | +141.3% |
| 5Y | +132.9% | +13.0% | +119.9% | +98.0% |
| 10Y | +101.1% | +88.9% | +12.2% | +20.6% |
| All | +101.1% | +86.7% | +14.4% | +20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling