+836.9%
UNH vs AAL
-33.8%
+870.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.1% |
| 7D | +1.1% | -3.7% | +4.8% | +1.6% |
| 30D | -3.8% | -20.8% | +17.0% | -0.7% |
| 3M | +0.7% | -1.3% | +2.0% | +0.5% |
| 6M | +37.9% | +5.4% | +32.5% | +35.5% |
| YTD | +21.9% | -14.4% | +36.3% | +23.3% |
| 1Y | +31.4% | +2.1% | +29.3% | +29.1% |
| 3Y | -11.4% | -10.6% | -0.8% | -14.4% |
| 5Y | +2.5% | -32.2% | +34.7% | -0.2% |
| 10Y | +242.9% | -62.7% | +305.6% | +228.4% |
| All | +836.9% | -33.8% | +870.7% | +370.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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