+503.6%
IBKR vs UAL
+145.5%
+358.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.2% |
| 7D | -1.3% | -1.4% | +0.1% | -0.9% |
| 30D | -0.2% | -12.2% | +12.0% | +3.9% |
| 3M | +3.0% | -2.5% | +5.4% | +3.2% |
| 6M | +33.9% | +21.1% | +12.8% | +24.1% |
| YTD | +42.5% | -1.8% | +44.3% | +40.7% |
| 1Y | +44.9% | +0.4% | +44.4% | +41.5% |
| 3Y | +293.0% | +130.3% | +162.7% | +190.0% |
| All | +503.6% | +145.5% | +358.1% | +311.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling