-30.0%
IBIT vs UAL
+10.5%
-40.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.1% |
| 7D | -9.2% | -3.0% | -6.1% | -8.6% |
| 30D | -15.8% | +10.5% | -26.2% | -17.7% |
| 3M | +8.5% | -13.5% | +22.0% | +11.5% |
| 6M | -13.7% | +14.2% | -27.9% | -18.1% |
| YTD | -21.6% | -2.2% | -19.3% | -22.8% |
| 1Y | -30.0% | +12.5% | -42.4% | -38.2% |
| All | -30.0% | +10.5% | -40.5% | -38.2% |
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