+96.5%
UAL vs BUD
-4.5%
+100.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -0.1% |
| 7D | +2.3% | +0.5% | +1.8% | +1.8% |
| 30D | +13.3% | +7.4% | +5.9% | +6.8% |
| 3M | -6.3% | +4.3% | -10.6% | -10.1% |
| 6M | +22.5% | +5.3% | +17.2% | +16.0% |
| YTD | +5.9% | +33.2% | -27.4% | -17.7% |
| 1Y | +24.7% | +31.8% | -7.1% | -2.4% |
| 3Y | +211.6% | +47.8% | +163.8% | +110.0% |
| 5Y | +130.6% | +50.2% | +80.4% | +50.6% |
| 10Y | +96.5% | -4.8% | +101.3% | +27.6% |
| All | +96.5% | -4.5% | +100.9% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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