+593.0%
BE vs UAL
+40.2%
+552.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.0% | +1.4% | +2.4% |
| 7D | -14.7% | +8.2% | -22.9% | -18.2% |
| 30D | -40.5% | +2.3% | -42.9% | -41.1% |
| 3M | -24.3% | -12.7% | -11.7% | -19.1% |
| 6M | -39.3% | +12.7% | -52.0% | -42.8% |
| YTD | +99.4% | +0.8% | +98.6% | +95.7% |
| 1Y | +26.6% | +17.8% | +8.8% | +15.4% |
| 3Y | +1,616.9% | +206.7% | +1,410.3% | +785.0% |
| 5Y | +441.4% | +113.9% | +327.5% | +223.3% |
| All | +593.0% | +40.2% | +552.7% | +412.9% |
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