+206.7%
UAL vs BTI
+143.0%
+63.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.5% | +5.5% | +2.5% |
| 7D | +8.2% | -1.0% | +9.2% | +8.3% |
| 30D | +2.3% | +13.0% | -10.6% | +0.8% |
| 3M | -12.7% | +5.3% | -18.0% | -13.2% |
| 6M | +12.7% | +5.3% | +7.4% | +11.6% |
| YTD | +0.8% | +12.4% | -11.6% | -1.1% |
| 1Y | +17.8% | +18.9% | -1.2% | +14.5% |
| 3Y | +206.7% | +144.0% | +62.7% | +146.8% |
| All | +206.7% | +143.0% | +63.7% | +146.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling