+123.3%
UAL vs OPEN
-94.5%
+217.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.5% | +3.5% | -4.7% |
| 7D | +0.7% | -31.0% | +31.7% | +5.5% |
| 30D | +7.8% | -41.5% | +49.2% | +15.2% |
| 3M | -11.1% | -64.6% | +53.5% | +1.8% |
| 6M | +16.1% | -73.8% | +89.9% | +37.6% |
| YTD | -0.5% | -78.8% | +78.3% | +20.3% |
| 1Y | +11.3% | -86.8% | +98.1% | +42.3% |
| 3Y | +192.8% | -40.6% | +233.5% | +140.1% |
| 5Y | +123.3% | -94.7% | +217.9% | +248.5% |
| All | +123.3% | -94.5% | +217.8% | +248.5% |
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