+116.5%
UAL vs BEN
+28.2%
+88.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -2.1% |
| 7D | -3.0% | +6.8% | -9.8% | -7.8% |
| 30D | +10.5% | +18.0% | -7.5% | -2.8% |
| 3M | -13.5% | +7.5% | -21.0% | -18.0% |
| 6M | +14.2% | +14.7% | -0.5% | +2.5% |
| YTD | -2.2% | +56.1% | -58.3% | -31.2% |
| 1Y | +12.5% | +69.6% | -57.1% | -25.8% |
| 3Y | +186.8% | +87.7% | +99.1% | +67.9% |
| All | +116.5% | +28.2% | +88.3% | +78.3% |
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 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