+92.6%
UAL vs BIL
+25.6%
+67.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.1% |
| 7D | +8.2% | -0.3% | +8.4% | +7.6% |
| 30D | +2.3% | 0.0% | +2.3% | +1.8% |
| 3M | -12.7% | +0.6% | -13.3% | -12.9% |
| 6M | +12.7% | +1.5% | +11.2% | +12.9% |
| YTD | +0.8% | +2.8% | -1.9% | +1.5% |
| 1Y | +17.8% | +3.3% | +14.4% | +18.9% |
| 3Y | +206.7% | +13.5% | +193.2% | +235.0% |
| 5Y | +113.9% | +19.8% | +94.1% | +140.0% |
| All | +92.6% | +25.6% | +67.1% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling