+112.3%
UAL vs IBB
+37.5%
+74.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +0.5% |
| 7D | +8.2% | -1.8% | +10.0% | +9.9% |
| 30D | +2.3% | +5.1% | -2.7% | -2.1% |
| 3M | -12.7% | +10.7% | -23.4% | -21.1% |
| 6M | +12.7% | +22.9% | -10.2% | -7.5% |
| YTD | +0.8% | +26.7% | -25.9% | -19.5% |
| 1Y | +17.8% | +35.1% | -17.3% | -11.4% |
| 3Y | +206.7% | +80.2% | +126.5% | +75.9% |
| All | +112.3% | +37.5% | +74.8% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling