+139.2%
UAL vs BIL
+19.4%
+119.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.6% |
| 7D | +0.7% | +0.1% | +0.6% | +1.1% |
| 30D | -16.1% | +0.3% | -16.4% | -14.9% |
| 3M | +6.1% | +0.9% | +5.2% | +10.5% |
| 6M | +10.8% | +1.8% | +9.0% | +19.8% |
| YTD | -0.4% | +2.4% | -2.8% | +10.2% |
| 1Y | +5.0% | +3.7% | +1.3% | +23.0% |
| 3Y | +124.0% | +14.2% | +109.8% | +339.4% |
| All | +139.2% | +19.4% | +119.8% | +542.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling