+284.6%
IBKR vs UAL
+123.7%
+160.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -3.8% | -2.0% | -1.8% | -3.2% |
| 30D | -0.3% | -15.7% | +15.4% | +5.2% |
| 3M | +4.8% | +3.6% | +1.2% | +2.9% |
| 6M | +30.8% | +16.9% | +13.9% | +22.3% |
| YTD | +39.5% | -4.8% | +44.2% | +38.9% |
| 1Y | +43.7% | -0.9% | +44.6% | +40.8% |
| All | +284.6% | +123.7% | +160.9% | +212.1% |
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