+76.8%
UAL vs UUUU
+377.1%
-300.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.6% | -2.4% | -5.4% |
| 7D | +0.7% | +1.4% | -0.7% | +0.4% |
| 30D | +7.8% | -27.9% | +35.7% | +14.0% |
| 3M | -11.1% | -53.8% | +42.8% | +1.5% |
| 6M | +16.1% | -68.1% | +84.2% | +40.0% |
| YTD | -0.5% | -54.1% | +53.5% | +9.1% |
| 1Y | +11.3% | -57.8% | +69.1% | +23.1% |
| 3Y | +192.8% | -15.4% | +208.3% | +160.7% |
| 5Y | +123.3% | -39.2% | +162.5% | +97.1% |
| All | +76.8% | +377.1% | -300.4% | -5.1% |
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