+269.1%
BLK vs UAL
+106.0%
+163.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -5.2% | -2.0% | -3.2% | -4.7% |
| 30D | -7.0% | -15.7% | +8.6% | -3.4% |
| 3M | +5.7% | +3.6% | +2.0% | +4.2% |
| 6M | +11.0% | +16.9% | -5.9% | +5.9% |
| YTD | +0.9% | -4.8% | +5.7% | +0.4% |
| 1Y | -1.6% | -0.9% | -0.7% | -3.3% |
| 3Y | +64.5% | +124.5% | -60.0% | +28.8% |
| 5Y | +30.9% | +140.2% | -109.3% | -2.0% |
| All | +269.1% | +106.0% | +163.1% | +184.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling