+112.3%
UAL vs BUD
+48.8%
+63.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.9% |
| 7D | +8.2% | +4.5% | +3.7% | +5.5% |
| 30D | +2.3% | +12.5% | -10.2% | -4.8% |
| 3M | -12.7% | 0.0% | -12.7% | -13.1% |
| 6M | +12.7% | +3.8% | +8.9% | +9.3% |
| YTD | +0.8% | +33.1% | -32.2% | -16.5% |
| 1Y | +17.8% | +35.5% | -17.7% | -3.7% |
| 3Y | +206.7% | +49.4% | +157.3% | +124.5% |
| All | +112.3% | +48.8% | +63.5% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling