Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HUBS vs UAL✓SelectedUSD · UALHUBS vs UAL performance historyLatest closeAs of-2.88%09/10
Stock and ETF performance explorer

HUBS vs UAL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-66.7%
UAL return
+127.4%
Excess return
-194.1%
Maximum drawdown
-80.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioUALExcessAlpha
1D-2.9%-0.6%-2.3%-2.7%
7D-12.4%-2.0%-10.4%-11.8%
30D+1.4%-15.7%+17.1%+7.1%
3M+16.0%+3.6%+12.3%+13.5%
6M-17.0%+16.9%-33.9%-23.8%
YTD-44.3%-4.8%-39.5%-45.1%
1Y-54.3%-0.9%-53.4%-55.9%
3Y-58.4%+124.5%-182.9%-72.9%
5Y-66.7%+140.2%-206.8%-81.0%
All-66.7%+127.4%-194.1%-81.0%

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 5y: 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…

5y analysis · Full analysis span regression · 6 months rolling