+27.5%
UAL vs IEF
-1.9%
+29.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.5% | +7.4% | +6.0% |
| 7D | +11.9% | +0.9% | +11.0% | +8.4% |
| 30D | +5.2% | +3.1% | +2.2% | -6.1% |
| 3M | -12.7% | -1.4% | -11.4% | -6.9% |
| 6M | +28.5% | -1.6% | +30.1% | +38.0% |
| YTD | +3.5% | -2.1% | +5.7% | +13.5% |
| 1Y | +27.5% | -2.0% | +29.5% | +40.1% |
| All | +27.5% | -1.9% | +29.5% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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