+25.2%
UAL vs BBIO
+144.2%
-119.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | +3.5% | -2.4% | +5.8% | +3.9% |
| 30D | -16.5% | -11.5% | -5.0% | -14.7% |
| 3M | +2.8% | +11.0% | -8.2% | +0.6% |
| 6M | +17.6% | +14.4% | +3.2% | +14.1% |
| YTD | -3.2% | -2.3% | -0.9% | -3.7% |
| 1Y | +0.4% | +37.7% | -37.3% | -6.3% |
| 3Y | +128.2% | +163.1% | -35.0% | +84.0% |
| 5Y | +137.7% | +49.5% | +88.2% | +63.6% |
| All | +25.2% | +144.2% | -119.0% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling