+128.2%
UAL vs UUUU
+99.2%
+29.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.9% | -3.0% |
| 7D | +3.5% | +2.8% | +0.6% | +3.0% |
| 30D | -16.5% | +3.4% | -19.9% | -17.0% |
| 3M | +2.8% | -3.9% | +6.7% | +2.7% |
| 6M | +17.6% | -23.2% | +40.7% | +19.7% |
| YTD | -3.2% | +0.6% | -3.8% | -6.3% |
| 1Y | +0.4% | +22.9% | -22.4% | -7.9% |
| 3Y | +128.2% | +98.6% | +29.5% | +73.0% |
| All | +128.2% | +99.2% | +29.0% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling