+112.3%
UAL vs OPEN
-93.8%
+206.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.8% | +23.8% | +5.1% |
| 7D | +8.2% | -22.2% | +30.4% | +11.4% |
| 30D | +2.3% | -38.3% | +40.7% | +8.6% |
| 3M | -12.7% | -59.4% | +46.7% | -2.0% |
| 6M | +12.7% | -74.4% | +87.1% | +33.8% |
| YTD | +0.8% | -76.0% | +76.8% | +19.7% |
| 1Y | +17.8% | -78.7% | +96.4% | +40.7% |
| 3Y | +206.7% | -30.0% | +236.7% | +146.1% |
| All | +112.3% | -93.8% | +206.1% | +149.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling