+25.2%
UAL vs BIL
+3.3%
+21.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +7.0% |
| 7D | +10.2% | +0.1% | +10.1% | +10.9% |
| 30D | +12.0% | 0.0% | +12.1% | +7.8% |
| 3M | -7.1% | +0.6% | -7.7% | -12.4% |
| 6M | +20.9% | +1.5% | +19.4% | +15.8% |
| YTD | +7.7% | +2.8% | +4.9% | -7.8% |
| All | +25.2% | +3.3% | +21.9% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling