+13.2%
W vs UAL
+18.2%
-5.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.5% | -3.0% |
| 7D | -3.6% | +8.2% | -11.8% | -9.0% |
| 30D | +7.0% | +2.3% | +4.6% | +5.0% |
| 3M | +7.4% | -12.7% | +20.1% | +18.7% |
| 6M | +69.3% | +12.7% | +56.6% | +55.9% |
| YTD | +11.3% | +0.8% | +10.5% | +10.3% |
| 1Y | +13.2% | +17.8% | -4.6% | +7.9% |
| All | +13.2% | +18.2% | -5.0% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 1y: compounded portfolio wealth divided by compounded UAL 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…
1y analysis · Full analysis span regression · 6 months rolling