+18.0%
UAL vs OPEN
-65.1%
+83.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.6% | +5.0% | -1.5% |
| 7D | +5.0% | -5.8% | +10.8% | +6.7% |
| 30D | -1.2% | -21.1% | +19.9% | +5.6% |
| 3M | -16.8% | -52.4% | +35.6% | +3.2% |
| 6M | +18.0% | -65.8% | +83.7% | +59.3% |
| All | +18.0% | -65.1% | +83.1% | +59.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling