+99.1%
UAL vs BEN
+56.5%
+42.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +3.5% | +4.7% | -1.2% | +0.1% |
| 30D | -16.5% | +2.6% | -19.1% | -18.0% |
| 3M | +2.8% | +11.5% | -8.7% | -5.0% |
| 6M | +17.6% | +35.3% | -17.8% | -5.7% |
| YTD | -3.2% | +48.6% | -51.8% | -27.2% |
| 1Y | +0.4% | +46.7% | -46.3% | -23.9% |
| 3Y | +128.2% | +57.0% | +71.1% | +61.3% |
| 5Y | +137.7% | +41.8% | +95.9% | +75.9% |
| 10Y | +99.1% | +55.2% | +43.9% | +26.8% |
| All | +99.1% | +56.5% | +42.6% | +26.8% |
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