+1,433.1%
BLK vs UAL
+235.7%
+1,197.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.9% |
| 7D | +3.7% | -3.0% | +6.8% | +4.4% |
| 30D | +13.9% | +10.5% | +3.4% | +11.4% |
| 3M | +3.9% | -13.5% | +17.4% | +6.9% |
| 6M | +13.0% | +14.2% | -1.2% | +8.8% |
| YTD | +16.1% | -2.2% | +18.4% | +14.8% |
| 1Y | +16.8% | +12.5% | +4.3% | +12.0% |
| 3Y | +97.7% | +186.8% | -89.2% | +49.6% |
| 5Y | +42.1% | +119.4% | -77.3% | +10.7% |
| 10Y | +321.3% | +81.4% | +239.9% | +203.1% |
| All | +1,433.1% | +235.7% | +1,197.4% | +559.7% |
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