+315.7%
HWM vs UAL
+191.7%
+124.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.6% | -1.4% | -4.8% |
| 7D | -2.4% | +5.0% | -7.5% | -3.8% |
| 30D | -13.3% | -1.2% | -12.0% | -13.2% |
| 3M | -31.0% | -16.8% | -14.3% | -28.0% |
| 6M | -17.1% | +18.0% | -35.1% | -21.5% |
| YTD | -1.9% | -1.2% | -0.7% | -3.8% |
| 1Y | -2.4% | +14.3% | -16.7% | -8.0% |
| All | +315.7% | +191.7% | +124.0% | +214.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling