+186.7%
B vs UAL
+94.5%
+92.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | +9.6% | +8.2% | +1.4% | +9.2% |
| 30D | +3.5% | +2.3% | +1.2% | +3.4% |
| 3M | -1.6% | -12.7% | +11.1% | -1.0% |
| 6M | -1.7% | +12.7% | -14.4% | -2.3% |
| YTD | -5.3% | +0.8% | -6.1% | -5.8% |
| 1Y | +27.2% | +17.8% | +9.4% | +26.0% |
| 3Y | +166.1% | +206.7% | -40.6% | +157.1% |
| 5Y | +136.5% | +113.9% | +22.6% | +128.8% |
| All | +186.7% | +94.5% | +92.1% | +142.3% |
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