+139.2%
UAL vs WING
-34.0%
+173.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.7% |
| 7D | +0.7% | -3.9% | +4.6% | +1.6% |
| 30D | -16.1% | -11.6% | -4.5% | -14.0% |
| 3M | +6.1% | -24.2% | +30.3% | +12.4% |
| 6M | +10.8% | -54.1% | +64.9% | +31.4% |
| YTD | -0.4% | -53.9% | +53.5% | +17.3% |
| 1Y | +5.0% | -64.4% | +69.4% | +30.6% |
| 3Y | +124.0% | -30.2% | +154.2% | +111.0% |
| All | +139.2% | -34.0% | +173.1% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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