+11.3%
UAL vs BNS
+42.5%
-31.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.3% | -5.3% |
| 7D | +0.7% | +1.0% | -0.3% | -0.2% |
| 30D | +7.8% | +2.7% | +5.0% | +5.3% |
| 3M | -11.1% | +3.5% | -14.6% | -13.6% |
| 6M | +16.1% | +22.1% | -6.0% | -8.1% |
| YTD | -0.5% | +29.5% | -30.0% | -26.9% |
| 1Y | +11.3% | +40.7% | -29.4% | -25.7% |
| All | +11.3% | +42.5% | -31.2% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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