+132.9%
UAL vs BR
+18.6%
+114.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +12.5% | +5.0% | +7.4% | +9.9% |
| 30D | +12.2% | +16.6% | -4.4% | +4.1% |
| 3M | -2.6% | +12.0% | -14.6% | -8.2% |
| 6M | +21.1% | +30.7% | -9.7% | +4.1% |
| YTD | +7.8% | -11.9% | +19.7% | +16.0% |
| 1Y | +25.4% | -11.6% | +37.0% | +34.5% |
| 3Y | +217.3% | +15.0% | +202.3% | +186.8% |
| 5Y | +132.9% | +18.1% | +114.8% | +82.3% |
| All | +132.9% | +18.6% | +114.3% | +82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling