-20.7%
IBIT vs UAL
+22.8%
-43.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | +1.1% |
| 7D | -1.8% | +11.9% | -13.7% | -4.3% |
| 30D | -6.7% | +5.2% | -11.9% | -7.9% |
| 3M | +24.6% | -12.7% | +37.3% | +27.9% |
| 6M | -0.2% | +28.5% | -28.7% | -8.4% |
| YTD | -8.7% | +3.5% | -12.2% | -11.3% |
| 1Y | -20.7% | +27.5% | -48.3% | -33.6% |
| All | -20.7% | +22.8% | -43.6% | -33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling