+101.2%
UAL vs UUUU
+535.4%
-434.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -1.0% |
| 7D | -1.1% | +1.8% | -3.0% | -1.4% |
| 30D | -13.4% | +1.8% | -15.3% | -13.9% |
| 3M | -2.3% | +1.3% | -3.5% | -3.1% |
| 6M | +13.3% | -26.8% | +40.1% | +17.2% |
| YTD | -4.2% | +0.1% | -4.3% | -8.0% |
| 1Y | +1.4% | +11.2% | -9.8% | -7.1% |
| 3Y | +125.8% | +97.7% | +28.1% | +73.6% |
| 5Y | +130.0% | +127.3% | +2.6% | +61.1% |
| All | +101.2% | +535.4% | -434.2% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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