-28.8%
IBIT vs UAL
+13.6%
-42.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.4% | -0.8% |
| 7D | -1.1% | +8.2% | -9.3% | -2.8% |
| 30D | -9.2% | +2.3% | -11.5% | -9.8% |
| 3M | +17.5% | -12.7% | +30.2% | +20.5% |
| 6M | -7.2% | +12.7% | -19.9% | -11.4% |
| YTD | -13.6% | +0.8% | -14.5% | -15.7% |
| All | -28.8% | +13.6% | -42.4% | -37.2% |
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