+116.5%
UAL vs BAX
-64.2%
+180.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +10.5% | +4.1% | +6.4% | +8.7% |
| 3M | -13.5% | -4.5% | -8.9% | -12.2% |
| 6M | +14.2% | +49.2% | -35.0% | -2.2% |
| YTD | -2.2% | +35.2% | -37.5% | -14.2% |
| 1Y | +12.5% | +38.3% | -25.8% | -2.1% |
| 3Y | +186.8% | -19.0% | +205.9% | +194.3% |
| All | +116.5% | -64.2% | +180.8% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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