+1,474.6%
HWM vs UAL
+80.6%
+1,394.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | +7.3% | -3.0% | +10.3% | +8.5% |
| 30D | +1.6% | +10.5% | -8.9% | -2.8% |
| 3M | -21.9% | -13.5% | -8.4% | -18.0% |
| 6M | -19.0% | +14.2% | -33.3% | -24.6% |
| YTD | +7.9% | -2.2% | +10.2% | +5.2% |
| 1Y | +9.9% | +12.5% | -2.6% | +1.0% |
| 3Y | +342.1% | +186.8% | +155.3% | +150.4% |
| 5Y | +600.8% | +119.4% | +481.4% | +316.9% |
| All | +1,474.6% | +80.6% | +1,394.0% | +754.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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