+206.7%
UAL vs BEN
+63.5%
+143.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.7% | -2.7% | -1.6% |
| 7D | +8.2% | +6.6% | +1.5% | +3.0% |
| 30D | +2.3% | +3.8% | -1.5% | -0.5% |
| 3M | -12.7% | +0.2% | -12.9% | -12.7% |
| 6M | +12.7% | +10.4% | +2.2% | +4.3% |
| YTD | +0.8% | +46.2% | -45.3% | -24.7% |
| 1Y | +17.8% | +52.3% | -34.5% | -14.9% |
| 3Y | +206.7% | +65.9% | +140.8% | +101.1% |
| All | +206.7% | +63.5% | +143.2% | +101.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling