+206.7%
UAL vs OPEN
-35.5%
+242.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.8% | +23.8% | +4.6% |
| 7D | +8.2% | -22.2% | +30.4% | +11.0% |
| 30D | +2.3% | -38.3% | +40.7% | +7.7% |
| 3M | -12.7% | -59.4% | +46.7% | -3.6% |
| 6M | +12.7% | -74.4% | +87.1% | +30.4% |
| YTD | +0.8% | -76.0% | +76.8% | +16.6% |
| 1Y | +17.8% | -78.7% | +96.4% | +37.0% |
| 3Y | +206.7% | -30.0% | +236.7% | +143.9% |
| All | +206.7% | -35.5% | +242.2% | +143.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling