+184.3%
UAL vs BND
+76.8%
+107.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | -16.1% | -0.4% | -15.7% | -16.1% |
| 3M | +6.1% | -0.6% | +6.8% | +6.1% |
| 6M | +10.8% | -1.4% | +12.3% | +10.6% |
| YTD | -0.4% | -0.2% | -0.2% | -0.4% |
| 1Y | +5.0% | +1.3% | +3.7% | +5.2% |
| 3Y | +124.0% | +13.2% | +110.9% | +128.1% |
| 5Y | +141.0% | -1.6% | +142.5% | +132.0% |
| 10Y | +118.0% | +15.5% | +102.5% | +142.2% |
| All | +184.3% | +76.8% | +107.5% | +400.6% |
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