+103.0%
UAL vs BBAI
-75.5%
+178.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +10.4% | -3.6% | +6.3% |
| 7D | +10.2% | -5.0% | +15.2% | +10.4% |
| 30D | +12.0% | +2.5% | +9.5% | +11.8% |
| 3M | -7.1% | -25.1% | +18.0% | -6.0% |
| 6M | +20.9% | -41.4% | +62.3% | +23.4% |
| YTD | +7.7% | -54.6% | +62.3% | +10.7% |
| 1Y | +23.6% | -56.9% | +80.4% | +27.0% |
| 3Y | +222.6% | +59.1% | +163.5% | +207.5% |
| 5Y | +127.9% | -75.4% | +203.4% | +97.5% |
| All | +103.0% | -75.5% | +178.5% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling