+255.6%
UAL vs BEN
+110.0%
+145.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.7% | -2.7% | -1.7% |
| 7D | +8.2% | +6.6% | +1.5% | +2.9% |
| 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% | +4.0% |
| YTD | +0.8% | +46.2% | -45.3% | -25.6% |
| 1Y | +17.8% | +52.3% | -34.5% | -16.0% |
| 3Y | +206.7% | +65.9% | +140.8% | +99.2% |
| 5Y | +113.9% | +20.6% | +93.3% | +76.1% |
| 10Y | +97.0% | +64.8% | +32.2% | +12.0% |
| All | +255.6% | +110.0% | +145.6% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling