+24.7%
UAL vs BIL
+3.7%
+21.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.9% |
| 7D | +2.3% | +0.1% | +2.2% | +1.6% |
| 30D | +13.3% | +0.3% | +13.0% | +10.2% |
| 3M | -6.3% | +0.9% | -7.2% | -10.1% |
| 6M | +22.5% | +1.9% | +20.7% | +21.1% |
| YTD | +5.9% | +3.1% | +2.7% | -3.0% |
| 1Y | +24.7% | +3.7% | +21.0% | +11.3% |
| All | +24.7% | +3.7% | +21.0% | +11.3% |
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