+121.1%
BSX vs UAL
+242.1%
-121.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.5% |
| 7D | +2.0% | +0.7% | +1.3% | +1.9% |
| 30D | +0.1% | -16.1% | +16.2% | +2.5% |
| 3M | -2.1% | +6.1% | -8.3% | -3.3% |
| 6M | -33.8% | +10.8% | -44.7% | -35.4% |
| YTD | -49.9% | -0.4% | -49.5% | -50.6% |
| 1Y | -55.4% | +5.0% | -60.5% | -56.5% |
| 3Y | -10.9% | +124.0% | -134.9% | -24.3% |
| 5Y | +6.4% | +141.0% | -134.6% | -12.7% |
| 10Y | +97.0% | +118.0% | -21.0% | +52.7% |
| All | +121.1% | +242.1% | -121.0% | +40.5% |
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