+27.1%
UAL vs BBIO
+136.7%
-109.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | -1.4% | -3.2% | +1.8% | -0.9% |
| 30D | -12.2% | -13.6% | +1.4% | -10.0% |
| 3M | -2.5% | +7.2% | -9.7% | -4.0% |
| 6M | +21.1% | +1.5% | +19.6% | +20.3% |
| YTD | -1.8% | -5.3% | +3.5% | -1.8% |
| 1Y | +0.4% | +37.7% | -37.3% | -6.3% |
| 3Y | +130.3% | +153.9% | -23.6% | +86.8% |
| 5Y | +147.7% | +43.9% | +103.8% | +71.7% |
| All | +27.1% | +136.7% | -109.6% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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