+27.5%
UAL vs IBB
+42.2%
-14.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.6% | +5.3% | +5.9% |
| 7D | +11.9% | +2.2% | +9.7% | +10.0% |
| 30D | +5.2% | +6.3% | -1.1% | +0.3% |
| 3M | -12.7% | +16.3% | -29.0% | -23.9% |
| 6M | +28.5% | +30.0% | -1.5% | -0.7% |
| YTD | +3.5% | +31.1% | -27.6% | -20.8% |
| 1Y | +27.5% | +42.0% | -14.4% | -8.1% |
| All | +27.5% | +42.2% | -14.7% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling