+73.7%
UAL vs BN
+290.8%
-217.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -0.3% |
| 7D | -3.0% | -1.0% | -2.1% | -2.0% |
| 30D | +10.5% | +14.0% | -3.5% | -1.5% |
| 3M | -13.5% | -9.0% | -4.5% | -5.5% |
| 6M | +14.2% | -8.8% | +23.1% | +24.3% |
| YTD | -2.2% | -10.3% | +8.0% | +7.4% |
| 1Y | +12.5% | -5.8% | +18.3% | +18.4% |
| 3Y | +186.8% | +94.8% | +92.1% | +58.6% |
| 5Y | +119.4% | +31.5% | +87.9% | +68.3% |
| All | +73.7% | +290.8% | -217.2% | -37.7% |
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