+73.7%
UAL vs SYY
+88.7%
-15.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.6% |
| 7D | -3.0% | +0.3% | -3.4% | -3.2% |
| 30D | +10.5% | -4.8% | +15.2% | +14.5% |
| 3M | -13.5% | -7.1% | -6.4% | -9.0% |
| 6M | +14.2% | +6.8% | +7.4% | +6.7% |
| YTD | -2.2% | +7.7% | -9.9% | -12.1% |
| 1Y | +12.5% | +5.7% | +6.8% | +2.4% |
| 3Y | +186.8% | +24.6% | +162.3% | +119.1% |
| 5Y | +119.4% | +15.6% | +103.7% | +82.8% |
| All | +73.7% | +88.7% | -15.0% | +6.3% |
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