+191.9%
UAL vs BB
+154.0%
+37.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.0% | -3.0% | -5.3% |
| 7D | +0.7% | +9.0% | -8.3% | -1.4% |
| 30D | +7.8% | +7.7% | +0.1% | +5.5% |
| 3M | -11.1% | +4.0% | -15.1% | -12.8% |
| 6M | +16.1% | +46.6% | -30.5% | +1.3% |
| YTD | -0.5% | +140.6% | -141.1% | -25.2% |
| 1Y | +11.3% | +103.1% | -91.8% | -12.7% |
| All | +191.9% | +154.0% | +37.9% | +94.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling