+188.2%
B vs UAL
+118.5%
+69.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.3% |
| 7D | -1.6% | +0.7% | -2.3% | -1.6% |
| 30D | +9.4% | -16.1% | +25.5% | +10.3% |
| 3M | +5.0% | +6.1% | -1.2% | +4.7% |
| 6M | -3.5% | +10.8% | -14.4% | -4.2% |
| YTD | +4.5% | -0.4% | +4.9% | +4.1% |
| 1Y | +67.8% | +5.0% | +62.8% | +66.7% |
| 3Y | +196.7% | +124.0% | +72.7% | +187.5% |
| 5Y | +151.9% | +141.0% | +11.0% | +143.4% |
| All | +188.2% | +118.5% | +69.7% | +142.2% |
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