+5.0%
UAL vs BEN
+42.6%
-37.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.5% | -1.0% | -0.2% |
| 7D | +0.7% | +0.2% | +0.5% | +0.5% |
| 30D | -16.1% | -0.5% | -15.6% | -15.7% |
| 3M | +6.1% | +9.7% | -3.6% | -1.6% |
| 6M | +10.8% | +33.9% | -23.1% | -14.0% |
| YTD | -0.4% | +49.0% | -49.4% | -27.7% |
| 1Y | +5.0% | +42.1% | -37.1% | -22.1% |
| All | +5.0% | +42.6% | -37.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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