+210.6%
UAL vs BUD
+48.3%
+162.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.0% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +13.3% | +7.4% | +5.9% | +10.4% |
| 3M | -6.3% | +4.3% | -10.6% | -7.8% |
| 6M | +22.5% | +5.3% | +17.2% | +19.8% |
| YTD | +5.9% | +33.2% | -27.4% | -4.7% |
| 1Y | +24.7% | +31.8% | -7.1% | +12.6% |
| All | +210.6% | +48.3% | +162.3% | +165.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling