+25.4%
UAL vs BN
-7.9%
+33.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +1.4% |
| 7D | +12.5% | +4.3% | +8.1% | +8.5% |
| 30D | +12.2% | +14.3% | -2.1% | 0.0% |
| 3M | -2.6% | -4.1% | +1.5% | +0.7% |
| 6M | +21.1% | -9.7% | +30.7% | +31.5% |
| YTD | +7.8% | -7.1% | +15.0% | +11.3% |
| 1Y | +25.4% | -7.4% | +32.8% | +29.5% |
| All | +25.4% | -7.9% | +33.3% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling