+73.7%
UAL vs BTI
+131.8%
-58.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -2.4% |
| 7D | -3.0% | +1.6% | -4.7% | -3.8% |
| 30D | +10.5% | +9.2% | +1.2% | +5.8% |
| 3M | -13.5% | +9.6% | -23.1% | -17.6% |
| 6M | +14.2% | -2.4% | +16.7% | +14.4% |
| YTD | -2.2% | +14.2% | -16.5% | -10.3% |
| 1Y | +12.5% | +20.3% | -7.8% | +0.4% |
| 3Y | +186.8% | +147.4% | +39.4% | +68.0% |
| 5Y | +119.4% | +155.4% | -36.1% | +27.0% |
| All | +73.7% | +131.8% | -58.1% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling