+1,410.3%
IBKR vs UAL
+237.9%
+1,172.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.5% |
| 7D | +1.3% | -1.1% | +2.4% | +1.5% |
| 30D | -0.3% | -13.4% | +13.1% | +2.6% |
| 3M | +4.7% | -2.3% | +7.0% | +4.8% |
| 6M | +34.0% | +13.3% | +20.7% | +29.7% |
| YTD | +40.8% | -4.2% | +45.0% | +40.8% |
| 1Y | +45.7% | +1.4% | +44.3% | +43.8% |
| 3Y | +288.4% | +125.8% | +162.6% | +218.9% |
| 5Y | +487.2% | +130.0% | +357.2% | +368.3% |
| 10Y | +991.2% | +104.2% | +887.0% | +706.0% |
| All | +1,410.3% | +237.9% | +1,172.4% | +656.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling