+186.8%
UAL vs WCN
+52.1%
+134.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | -3.0% | +2.6% | -5.6% | -3.4% |
| 30D | +10.5% | +23.9% | -13.5% | +7.0% |
| 3M | -13.5% | +17.4% | -30.9% | -15.5% |
| 6M | +14.2% | +28.0% | -13.8% | +9.2% |
| YTD | -2.2% | +11.6% | -13.8% | -3.2% |
| 1Y | +12.5% | +16.9% | -4.4% | +9.9% |
| 3Y | +186.8% | +51.6% | +135.2% | +152.4% |
| All | +186.8% | +52.1% | +134.7% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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