+57.3%
BMY vs UAL
+83.8%
-26.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.1% | -0.4% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | +10.0% | +7.8% | +2.2% | +9.1% |
| 3M | -1.2% | -11.1% | +9.9% | -0.3% |
| 6M | +12.8% | +16.1% | -3.3% | +10.8% |
| YTD | +20.7% | -0.5% | +21.2% | +19.7% |
| 1Y | +32.6% | +11.3% | +21.3% | +30.2% |
| 3Y | +41.8% | +192.8% | -151.0% | +25.1% |
| 5Y | +29.0% | +123.3% | -94.3% | +14.4% |
| All | +57.3% | +83.8% | -26.5% | +37.2% |
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