+25.2%
UAL vs BN
-6.6%
+31.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.8% | +2.9% | +3.3% |
| 7D | +10.2% | +3.6% | +6.6% | +6.9% |
| 30D | +12.0% | +15.9% | -3.8% | -1.4% |
| 3M | -7.1% | -2.3% | -4.7% | -5.4% |
| 6M | +20.9% | -8.4% | +29.3% | +29.7% |
| YTD | +7.7% | -5.9% | +13.5% | +9.8% |
| All | +25.2% | -6.6% | +31.9% | +27.7% |
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 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