+1,753.2%
UAL vs BTG
+392.0%
+1,361.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +2.6% |
| 7D | +0.7% | -0.9% | +1.6% | +0.7% |
| 30D | -16.1% | +36.8% | -52.9% | -17.1% |
| 3M | +6.1% | +23.1% | -17.0% | +5.2% |
| 6M | +10.8% | +3.5% | +7.4% | +10.4% |
| YTD | -0.4% | +25.5% | -25.9% | -1.4% |
| 1Y | +5.0% | +40.1% | -35.1% | +3.6% |
| 3Y | +124.0% | +101.1% | +22.9% | +118.2% |
| 5Y | +141.0% | +70.6% | +70.4% | +134.9% |
| 10Y | +118.0% | +152.1% | -34.1% | +111.9% |
| All | +1,753.2% | +392.0% | +1,361.2% | +1,473.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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