+214.8%
B vs UAL
+80.6%
+134.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.6% |
| 7D | -7.3% | -3.0% | -4.3% | -7.2% |
| 30D | -3.3% | +10.5% | -13.8% | -3.8% |
| 3M | -7.8% | -13.5% | +5.7% | -7.2% |
| 6M | -15.5% | +14.2% | -29.8% | -16.1% |
| YTD | -12.3% | -2.2% | -10.0% | -12.5% |
| 1Y | +5.4% | +12.5% | -7.1% | +4.6% |
| 3Y | +165.5% | +186.8% | -21.3% | +156.9% |
| 5Y | +107.0% | +119.4% | -12.3% | +100.5% |
| All | +214.8% | +80.6% | +134.3% | +184.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling