+191.9%
UAL vs BWA
+64.3%
+127.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.7% |
| 7D | +0.7% | +7.3% | -6.6% | -2.9% |
| 30D | +7.8% | -15.8% | +23.6% | +17.7% |
| 3M | -11.1% | -25.7% | +14.7% | +3.4% |
| 6M | +16.1% | -19.6% | +35.7% | +27.5% |
| YTD | -0.5% | +14.1% | -14.6% | -14.7% |
| 1Y | +11.3% | +12.2% | -0.9% | -3.6% |
| All | +191.9% | +64.3% | +127.6% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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