+16.1%
UAL vs BDX
+50.9%
-34.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.6% | -6.6% | -6.2% |
| 7D | +0.7% | +1.0% | -0.3% | +0.4% |
| 30D | +7.8% | +15.1% | -7.4% | +4.1% |
| 3M | -11.1% | +18.2% | -29.3% | -14.4% |
| 6M | +16.1% | +48.1% | -32.1% | +2.1% |
| All | +16.1% | +50.9% | -34.8% | +2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling