+206.0%
UAL vs OPEN
-86.9%
+292.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.7% |
| 7D | +10.2% | -21.7% | +31.9% | +13.2% |
| 30D | +12.0% | -36.5% | +48.5% | +18.0% |
| 3M | -7.1% | -59.5% | +52.5% | +3.5% |
| 6M | +20.9% | -71.9% | +92.7% | +40.2% |
| YTD | +7.7% | -75.8% | +83.5% | +26.2% |
| 1Y | +23.6% | -78.5% | +102.1% | +45.6% |
| 3Y | +222.6% | -30.2% | +252.8% | +168.5% |
| 5Y | +127.9% | -93.3% | +221.2% | +122.1% |
| All | +206.0% | -86.9% | +292.9% | +147.3% |
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