+255.6%
UAL vs BN
+1,019.2%
-763.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.8% |
| 7D | +8.2% | +5.3% | +2.8% | +3.7% |
| 30D | +2.3% | +11.9% | -9.6% | -6.7% |
| 3M | -12.7% | -5.7% | -6.9% | -8.0% |
| 6M | +12.7% | -10.6% | +23.3% | +24.0% |
| YTD | +0.8% | -9.4% | +10.2% | +9.3% |
| 1Y | +17.8% | -8.8% | +26.6% | +26.9% |
| 3Y | +206.7% | +95.6% | +111.1% | +76.2% |
| 5Y | +113.9% | +30.2% | +83.7% | +67.2% |
| 10Y | +97.0% | +277.0% | -180.0% | -33.3% |
| All | +255.6% | +1,019.2% | -763.6% | -48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling