+76.8%
UAL vs URI
+1,189.9%
-1,113.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.0% | -5.0% | -5.4% |
| 7D | +0.7% | +9.3% | -8.6% | -4.7% |
| 30D | +7.8% | +7.6% | +0.2% | +2.7% |
| 3M | -11.1% | +1.0% | -12.1% | -12.4% |
| 6M | +16.1% | +19.8% | -3.8% | +2.0% |
| YTD | -0.5% | +41.9% | -42.4% | -24.0% |
| 1Y | +11.3% | +33.4% | -22.1% | -11.5% |
| 3Y | +192.8% | +156.0% | +36.8% | +49.5% |
| 5Y | +123.3% | +209.5% | -86.3% | -3.1% |
| All | +76.8% | +1,189.9% | -1,113.1% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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