+88.1%
UAL vs BDX
+92.0%
-3.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | +2.3% | +2.5% | -0.3% | +1.4% |
| 30D | +13.3% | +13.6% | -0.2% | +9.0% |
| 3M | -6.3% | +18.9% | -25.2% | -11.3% |
| 6M | +22.5% | +51.8% | -29.3% | +7.0% |
| YTD | +5.9% | +43.3% | -37.5% | -5.8% |
| 1Y | +24.7% | +48.0% | -23.3% | +9.8% |
| 3Y | +211.6% | +23.7% | +187.9% | +186.4% |
| 5Y | +130.6% | +24.9% | +105.7% | +110.1% |
| All | +88.1% | +92.0% | -3.9% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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