+137.7%
UAL vs SYY
+18.1%
+119.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.6% | -2.6% |
| 7D | +3.4% | -2.8% | +6.2% | +5.5% |
| 30D | -16.5% | -5.3% | -11.2% | -13.2% |
| 3M | +2.8% | +5.1% | -2.3% | -1.5% |
| 6M | +17.6% | -5.0% | +22.5% | +20.0% |
| YTD | -3.2% | +10.7% | -13.9% | -14.2% |
| 1Y | +0.4% | +0.7% | -0.2% | -3.8% |
| 3Y | +128.2% | +24.0% | +104.1% | +70.4% |
| 5Y | +137.7% | +19.3% | +118.4% | +79.8% |
| All | +137.7% | +18.1% | +119.7% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling