+200.9%
UAL vs OPEN
-87.3%
+288.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.2% | -6.0% | -2.4% |
| 7D | +2.3% | -31.1% | +33.3% | +6.7% |
| 30D | +13.3% | -34.7% | +48.0% | +18.9% |
| 3M | -6.3% | -61.9% | +55.6% | +5.1% |
| 6M | +22.5% | -71.9% | +94.4% | +42.0% |
| YTD | +5.9% | -76.6% | +82.4% | +24.5% |
| 1Y | +24.7% | -83.9% | +108.6% | +52.5% |
| 3Y | +211.6% | -34.4% | +246.0% | +161.3% |
| 5Y | +130.6% | -93.9% | +224.5% | +126.6% |
| All | +200.9% | -87.3% | +288.2% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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