+191.9%
UAL vs BEN
+85.5%
+106.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.2% | -4.8% | -5.1% |
| 7D | +0.7% | +11.3% | -10.6% | -7.3% |
| 30D | +7.8% | +15.0% | -7.2% | -3.0% |
| 3M | -11.1% | +7.8% | -18.9% | -15.9% |
| 6M | +16.1% | +15.5% | +0.6% | +3.9% |
| YTD | -0.5% | +55.4% | -55.9% | -29.2% |
| 1Y | +11.3% | +63.3% | -52.0% | -23.7% |
| All | +191.9% | +85.5% | +106.4% | +75.3% |
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