+33.2%
BE vs UAL
+21.5%
+11.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | -13.4% | +12.5% | -25.8% | -19.0% |
| 30D | -33.9% | +12.2% | -46.1% | -38.1% |
| 3M | -12.0% | -2.6% | -9.4% | -10.9% |
| 6M | -29.0% | +21.1% | -50.0% | -35.9% |
| YTD | +113.4% | +7.8% | +105.6% | +96.9% |
| 1Y | +33.2% | +25.4% | +7.8% | +13.0% |
| All | +33.2% | +21.5% | +11.6% | +13.0% |
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