+101.1%
UAL vs BEN
+55.0%
+46.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | -0.7% |
| 7D | +12.5% | +12.1% | +0.3% | +3.6% |
| 30D | +12.2% | +13.4% | -1.2% | +2.6% |
| 3M | -2.6% | +9.4% | -12.0% | -8.5% |
| 6M | +21.1% | +19.3% | +1.8% | +6.5% |
| YTD | +7.8% | +57.3% | -49.4% | -22.4% |
| 1Y | +25.4% | +69.1% | -43.7% | -14.3% |
| 3Y | +217.3% | +85.6% | +131.7% | +98.0% |
| 5Y | +132.9% | +32.9% | +99.9% | +81.6% |
| 10Y | +101.1% | +58.3% | +42.8% | +22.2% |
| All | +101.1% | +55.0% | +46.2% | +22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling