+491.3%
BE vs UAL
+116.7%
+374.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.0% | +2.4% | -0.7% |
| 7D | +20.5% | +0.7% | +19.9% | +20.2% |
| 30D | -23.4% | +7.8% | -31.1% | -26.0% |
| 3M | -14.9% | -11.1% | -3.8% | -9.7% |
| 6M | -28.1% | +16.1% | -44.1% | -32.9% |
| YTD | +132.4% | -0.5% | +132.9% | +129.5% |
| 1Y | +59.4% | +11.3% | +48.1% | +49.5% |
| 3Y | +1,815.8% | +192.8% | +1,623.0% | +861.5% |
| 5Y | +491.3% | +123.3% | +368.0% | +220.4% |
| All | +491.3% | +116.7% | +374.7% | +220.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling