+911.5%
BE vs UAL
+38.5%
+872.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.5% | +4.8% | +6.2% |
| 7D | +20.0% | +0.7% | +19.3% | +19.5% |
| 30D | +7.9% | -16.1% | +24.0% | +17.3% |
| 3M | -13.2% | +6.1% | -19.4% | -15.6% |
| 6M | +53.5% | +10.8% | +42.6% | +44.7% |
| YTD | +191.0% | -0.4% | +191.4% | +186.5% |
| 1Y | +360.5% | +5.0% | +355.5% | +343.4% |
| 3Y | +1,568.0% | +124.0% | +1,444.0% | +907.0% |
| 5Y | +1,055.2% | +141.0% | +914.2% | +546.4% |
| All | +911.5% | +38.5% | +872.9% | +651.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling