+244.8%
UAL vs BBY
+294.2%
-49.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.4% | -2.1% |
| 7D | -3.0% | +4.5% | -7.5% | -5.2% |
| 30D | +10.5% | +16.8% | -6.3% | +1.4% |
| 3M | -13.5% | +23.2% | -36.7% | -23.4% |
| 6M | +14.2% | +91.9% | -77.7% | -21.5% |
| YTD | -2.2% | +61.6% | -63.9% | -26.6% |
| 1Y | +12.5% | +43.9% | -31.4% | -10.2% |
| 3Y | +186.8% | +88.6% | +98.2% | +91.3% |
| 5Y | +119.4% | -3.1% | +122.4% | +100.5% |
| 10Y | +81.4% | +290.2% | -208.7% | -32.0% |
| All | +244.8% | +294.2% | -49.4% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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