+133.6%
UAL vs SYY
+26.8%
+106.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +3.0% |
| 7D | +0.7% | -2.3% | +3.0% | +1.6% |
| 30D | -16.1% | -4.9% | -11.2% | -14.5% |
| 3M | +6.1% | +8.4% | -2.2% | +2.5% |
| 6M | +10.8% | -7.4% | +18.2% | +12.9% |
| YTD | -0.4% | +11.0% | -11.4% | -6.4% |
| 1Y | +5.0% | -0.2% | +5.3% | +4.0% |
| All | +133.6% | +26.8% | +106.8% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling