+206.7%
UAL vs URI
+138.8%
+67.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.4% |
| 7D | +8.2% | -9.8% | +17.9% | +13.9% |
| 30D | +2.3% | +1.7% | +0.6% | +1.1% |
| 3M | -12.7% | -9.1% | -3.6% | -8.7% |
| 6M | +12.7% | +9.9% | +2.8% | +5.4% |
| YTD | +0.8% | +31.2% | -30.4% | -17.5% |
| 1Y | +17.8% | +25.9% | -8.2% | -0.9% |
| 3Y | +206.7% | +147.4% | +59.3% | +83.6% |
| All | +206.7% | +138.8% | +67.9% | +83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling