+16.4%
B vs UAL
+21.5%
-5.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.3% | -6.2% |
| 7D | +7.1% | +12.5% | -5.3% | +3.3% |
| 30D | -3.3% | +12.2% | -15.5% | -6.9% |
| 3M | -2.5% | -2.6% | 0.0% | -2.6% |
| 6M | -7.2% | +21.1% | -28.3% | -13.6% |
| YTD | -7.4% | +7.8% | -15.2% | -13.8% |
| 1Y | +16.4% | +25.4% | -9.0% | +3.1% |
| All | +16.4% | +21.5% | -5.1% | +3.1% |
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