-32.5%
AAL vs WU
-51.1%
+18.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -0.5% |
| 7D | -0.3% | -0.8% | +0.5% | +0.1% |
| 30D | -19.0% | -1.1% | -17.9% | -18.6% |
| 3M | -5.1% | -1.8% | -3.3% | -6.6% |
| 6M | +15.5% | -23.9% | +39.4% | +29.5% |
| YTD | -15.8% | -20.4% | +4.6% | -8.2% |
| 1Y | -0.3% | -10.6% | +10.3% | +0.4% |
| 3Y | -7.7% | -27.7% | +20.1% | +2.8% |
| 5Y | -32.5% | -51.1% | +18.6% | -8.6% |
| All | -32.5% | -51.1% | +18.6% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling