+27.5%
UAL vs BB
+88.0%
-60.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.0% | +1.0% | +6.7% |
| 7D | +11.9% | -6.8% | +18.7% | +13.2% |
| 30D | +5.2% | -3.5% | +8.8% | +5.4% |
| 3M | -12.7% | -1.2% | -11.5% | -13.1% |
| 6M | +28.5% | +57.0% | -28.5% | +12.8% |
| YTD | +3.5% | +131.1% | -127.6% | -21.9% |
| 1Y | +27.5% | +87.6% | -60.0% | +5.2% |
| All | +27.5% | +88.0% | -60.5% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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