+218.0%
UAL vs UUUU
-96.2%
+314.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.6% | -2.1% |
| 7D | +2.3% | -3.5% | +5.7% | +2.6% |
| 30D | +13.3% | -28.3% | +41.6% | +16.9% |
| 3M | -6.3% | -53.1% | +46.8% | +0.5% |
| 6M | +22.5% | -68.6% | +91.1% | +35.8% |
| YTD | +5.9% | -52.3% | +58.2% | +11.3% |
| 1Y | +24.7% | -55.8% | +80.5% | +31.6% |
| 3Y | +211.6% | -12.3% | +223.9% | +196.5% |
| 5Y | +130.6% | -36.9% | +167.4% | +119.6% |
| 10Y | +96.5% | +388.0% | -291.6% | +51.6% |
| All | +218.0% | -96.2% | +314.1% | +120.7% |
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