+25.4%
UAL vs OPEN
-80.8%
+106.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.1% | +7.2% | +1.9% |
| 7D | +12.5% | -24.7% | +37.2% | +19.2% |
| 30D | +12.2% | -41.0% | +53.2% | +26.1% |
| 3M | -2.6% | -62.4% | +59.8% | +22.4% |
| 6M | +21.1% | -73.9% | +94.9% | +63.5% |
| YTD | +7.8% | -77.5% | +85.3% | +46.8% |
| 1Y | +25.4% | -83.6% | +109.0% | +78.8% |
| All | +25.4% | -80.8% | +106.2% | +78.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling