+10.6%
IBKR vs UAL
+22.8%
-12.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.0% | -7.4% | -2.4% |
| 7D | -6.8% | +11.9% | -18.7% | -10.9% |
| 30D | -12.5% | +5.2% | -17.8% | -14.5% |
| 3M | -12.0% | -12.7% | +0.7% | -8.2% |
| 6M | -4.5% | +28.5% | -33.0% | -16.2% |
| YTD | +21.5% | +3.5% | +17.9% | +16.4% |
| 1Y | +10.6% | +27.5% | -16.9% | -7.3% |
| All | +10.6% | +22.8% | -12.2% | -7.3% |
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