-68.3%
AAL vs WU
-39.7%
-28.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.9% |
| 7D | +2.9% | -5.3% | +8.2% | +6.3% |
| 30D | +6.5% | +9.0% | -2.5% | +0.5% |
| 3M | -10.9% | -3.6% | -7.3% | -9.7% |
| 6M | +4.9% | -19.4% | +24.3% | +15.9% |
| YTD | -13.2% | -21.7% | +8.5% | -3.4% |
| 1Y | -1.1% | -16.1% | +15.0% | +4.7% |
| 3Y | +12.8% | -24.1% | +36.9% | +24.1% |
| 5Y | -34.4% | -44.1% | +9.7% | -12.9% |
| All | -68.3% | -39.7% | -28.5% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling