+3,258.4%
UAL vs BUD
+219.3%
+3,039.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.8% | -6.4% | -5.8% |
| 7D | +5.0% | +7.1% | -2.1% | +0.2% |
| 30D | -1.2% | +12.7% | -13.9% | -9.5% |
| 3M | -16.8% | 0.0% | -16.8% | -17.4% |
| 6M | +18.0% | +7.6% | +10.4% | +10.9% |
| YTD | -1.2% | +35.0% | -36.2% | -21.4% |
| 1Y | +14.3% | +37.6% | -23.2% | -10.4% |
| 3Y | +194.6% | +51.5% | +143.0% | +106.5% |
| 5Y | +109.6% | +50.2% | +59.4% | +47.0% |
| 10Y | +93.1% | -7.2% | +100.3% | +62.2% |
| All | +3,258.4% | +219.3% | +3,039.1% | +1,422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling