+132.9%
UAL vs BUD
+51.3%
+81.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.5% |
| 7D | +12.5% | +6.0% | +6.4% | +8.8% |
| 30D | +12.2% | +11.3% | +0.9% | +5.2% |
| 3M | -2.6% | +3.6% | -6.1% | -5.0% |
| 6M | +21.1% | +7.7% | +13.4% | +15.0% |
| YTD | +7.8% | +36.4% | -28.5% | -11.9% |
| 1Y | +25.4% | +37.8% | -12.4% | +1.6% |
| 3Y | +217.3% | +51.2% | +166.1% | +131.5% |
| 5Y | +132.9% | +53.4% | +79.5% | +60.1% |
| All | +132.9% | +51.3% | +81.6% | +60.1% |
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