+18.0%
UAL vs IBB
+22.6%
-4.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.0% | +0.5% | -1.1% |
| 7D | +5.0% | -3.6% | +8.6% | +7.7% |
| 30D | -1.2% | +3.4% | -4.6% | -3.1% |
| 3M | -16.8% | +9.5% | -26.3% | -23.2% |
| 6M | +18.0% | +23.3% | -5.3% | -8.4% |
| All | +18.0% | +22.6% | -4.7% | -8.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling