+199.2%
UAL vs UUUU
-92.0%
+291.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.4% |
| 7D | +0.7% | -1.4% | +2.1% | +0.8% |
| 30D | -16.1% | +16.3% | -32.4% | -17.4% |
| 3M | +6.1% | -16.7% | +22.8% | +7.5% |
| 6M | +10.8% | -33.7% | +44.5% | +14.1% |
| YTD | -0.4% | -0.5% | +0.1% | -2.2% |
| 1Y | +5.0% | +28.9% | -23.8% | -0.7% |
| 3Y | +124.0% | +99.9% | +24.2% | +97.0% |
| 5Y | +141.0% | +135.3% | +5.7% | +103.4% |
| 10Y | +118.0% | +518.4% | -400.4% | +60.9% |
| All | +199.2% | -92.0% | +291.2% | +93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling