+61.6%
IBIT vs UAL
+150.8%
-89.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.6% | -0.5% | -3.7% |
| 7D | -5.9% | +5.0% | -10.9% | -7.2% |
| 30D | -11.3% | -1.2% | -10.0% | -11.1% |
| 3M | +17.1% | -16.8% | +33.9% | +23.0% |
| 6M | -7.0% | +18.0% | -25.0% | -13.3% |
| YTD | -13.3% | -1.2% | -12.1% | -15.5% |
| 1Y | -27.0% | +14.3% | -41.3% | -32.2% |
| All | +61.6% | +150.8% | -89.2% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling