+17.8%
UAL vs BBWI
-6.0%
+23.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.3% | +5.3% | +2.9% |
| 7D | +8.2% | -6.2% | +14.3% | +10.2% |
| 30D | +2.3% | +19.9% | -17.6% | -2.4% |
| 3M | -12.7% | +7.1% | -19.8% | -14.5% |
| 6M | +12.7% | +13.7% | -1.0% | +7.6% |
| YTD | +0.8% | +9.6% | -8.8% | -1.2% |
| 1Y | +17.8% | -1.6% | +19.4% | +16.5% |
| All | +17.8% | -6.0% | +23.7% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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