+183.1%
UAL vs OPEN
-70.7%
+253.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | +0.7% | -4.3% | +5.0% | +1.3% |
| 30D | -16.1% | -16.2% | +0.1% | -14.3% |
| 3M | +6.1% | -36.4% | +42.5% | +11.8% |
| 6M | +10.8% | -35.5% | +46.3% | +16.1% |
| YTD | -0.4% | -46.0% | +45.6% | +6.1% |
| 1Y | +5.0% | -47.1% | +52.2% | +6.6% |
| 3Y | +124.0% | -19.0% | +143.0% | +84.1% |
| 5Y | +141.0% | -83.6% | +224.6% | +111.0% |
| All | +183.1% | -70.7% | +253.8% | +108.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling