+35.6%
BMY vs UAL
+197.6%
-162.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -1.7% |
| 7D | -0.5% | +8.2% | -8.7% | -1.2% |
| 30D | +4.1% | +2.3% | +1.8% | +3.8% |
| 3M | -2.1% | -12.7% | +10.6% | -1.3% |
| 6M | +12.2% | +12.7% | -0.5% | +10.6% |
| YTD | +20.3% | +0.8% | +19.5% | +19.1% |
| 1Y | +39.2% | +17.8% | +21.4% | +36.0% |
| 3Y | +35.6% | +206.7% | -171.1% | +15.0% |
| All | +35.6% | +197.6% | -162.0% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling