+139.2%
UAL vs BEN
+39.3%
+99.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.5% | -1.0% | -0.1% |
| 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% | -1.1% |
| 6M | +10.8% | +33.9% | -23.1% | -11.3% |
| YTD | -0.4% | +49.0% | -49.4% | -26.1% |
| 1Y | +5.0% | +42.1% | -37.1% | -19.6% |
| 3Y | +124.0% | +51.9% | +72.1% | +58.3% |
| All | +139.2% | +39.3% | +99.9% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling