+187.7%
UAL vs BND
+76.5%
+111.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | +8.2% | 0.0% | +8.1% | +8.2% |
| 30D | +2.3% | +2.3% | +0.1% | +2.4% |
| 3M | -12.7% | -0.2% | -12.5% | -12.7% |
| 6M | +12.7% | -1.0% | +13.7% | +12.5% |
| YTD | +0.8% | -0.4% | +1.2% | +0.8% |
| 1Y | +17.8% | -0.1% | +17.9% | +17.7% |
| 3Y | +206.7% | +15.1% | +191.6% | +213.5% |
| 5Y | +113.9% | -1.5% | +115.4% | +106.1% |
| 10Y | +97.0% | +16.0% | +81.0% | +121.0% |
| All | +187.7% | +76.5% | +111.2% | +406.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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