+1,352.0%
HWM vs UAL
+96.4%
+1,255.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.6% | -1.4% | -4.2% |
| 7D | -2.4% | +5.0% | -7.5% | -4.5% |
| 30D | -13.3% | -1.2% | -12.0% | -13.2% |
| 3M | -31.0% | -16.8% | -14.3% | -26.6% |
| 6M | -17.1% | +18.0% | -35.1% | -23.8% |
| YTD | -1.9% | -1.2% | -0.7% | -4.7% |
| 1Y | -2.4% | +14.3% | -16.7% | -11.0% |
| 3Y | +322.2% | +194.6% | +127.6% | +136.8% |
| 5Y | +509.8% | +109.6% | +400.2% | +271.0% |
| 10Y | +1,453.8% | +93.1% | +1,360.7% | +714.2% |
| All | +1,352.0% | +96.4% | +1,255.5% | +652.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling