+46.2%
IBIT vs UAL
+148.1%
-101.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.0% |
| 7D | -9.2% | -3.0% | -6.1% | -8.4% |
| 30D | -15.8% | +10.5% | -26.2% | -18.4% |
| 3M | +8.5% | -13.5% | +22.0% | +12.6% |
| 6M | -13.7% | +14.2% | -27.9% | -18.7% |
| YTD | -21.6% | -2.2% | -19.3% | -23.3% |
| 1Y | -30.0% | +12.5% | -42.4% | -34.7% |
| All | +46.2% | +148.1% | -101.9% | +3.9% |
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