+206.7%
UAL vs BIL
+13.1%
+193.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.2% |
| 7D | +8.2% | -0.3% | +8.4% | +7.0% |
| 30D | +2.3% | 0.0% | +2.3% | +1.1% |
| 3M | -12.7% | +0.3% | -13.0% | -13.4% |
| 6M | +12.7% | +1.2% | +11.5% | +13.3% |
| YTD | +0.8% | +2.5% | -1.6% | +1.8% |
| 1Y | +17.8% | +3.0% | +14.7% | +20.0% |
| 3Y | +206.7% | +13.2% | +193.5% | +120.3% |
| All | +206.7% | +13.1% | +193.5% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling