+24.7%
UAL vs BR
-11.9%
+36.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | +2.3% | +1.9% | +0.4% | +2.3% |
| 30D | +13.3% | +15.9% | -2.6% | +14.4% |
| 3M | -6.3% | +13.7% | -19.9% | -5.4% |
| 6M | +22.5% | +31.0% | -8.5% | +24.8% |
| YTD | +5.9% | -12.0% | +17.8% | +8.2% |
| 1Y | +24.7% | -11.5% | +36.2% | +26.0% |
| All | +24.7% | -11.9% | +36.5% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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