+99.1%
UAL vs IBN
+312.4%
-213.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -1.4% |
| 7D | +3.5% | -2.2% | +5.6% | +4.7% |
| 30D | -16.5% | -2.3% | -14.2% | -15.4% |
| 3M | +2.8% | +15.9% | -13.1% | -5.0% |
| 6M | +17.6% | +5.6% | +12.0% | +14.6% |
| YTD | -3.2% | -0.1% | -3.1% | -2.8% |
| 1Y | +0.4% | -6.5% | +7.0% | +4.0% |
| 3Y | +128.2% | +29.3% | +98.9% | +96.6% |
| 5Y | +137.7% | +56.6% | +81.2% | +85.4% |
| 10Y | +99.1% | +314.4% | -215.2% | +10.9% |
| All | +99.1% | +312.4% | -213.3% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling