+76.8%
UAL vs BN
+297.2%
-220.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.0% | -5.0% | -5.1% |
| 7D | +0.7% | -0.3% | +1.0% | +1.1% |
| 30D | +7.8% | +13.6% | -5.8% | -3.5% |
| 3M | -11.1% | -6.7% | -4.4% | -5.1% |
| 6M | +16.1% | -9.0% | +25.1% | +26.5% |
| YTD | -0.5% | -8.8% | +8.3% | +7.7% |
| 1Y | +11.3% | -10.6% | +21.9% | +22.5% |
| 3Y | +192.8% | +98.8% | +94.1% | +59.0% |
| 5Y | +123.3% | +33.6% | +89.6% | +68.8% |
| All | +76.8% | +297.2% | -220.5% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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