+27.5%
UAL vs BNY
+45.2%
-17.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.3% | +5.7% | +6.1% |
| 7D | +11.9% | +2.8% | +9.1% | +9.6% |
| 30D | +5.2% | +6.7% | -1.5% | +0.1% |
| 3M | -12.7% | -2.2% | -10.5% | -11.3% |
| 6M | +28.5% | +16.8% | +11.8% | +10.0% |
| YTD | +3.5% | +33.9% | -30.4% | -23.5% |
| 1Y | +27.5% | +43.9% | -16.4% | -17.8% |
| All | +27.5% | +45.2% | -17.6% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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