+12.5%
UAL vs WM
+21.5%
-9.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.8% |
| 7D | -3.0% | +3.2% | -6.2% | -2.1% |
| 30D | +10.5% | +13.0% | -2.6% | +15.2% |
| 3M | -13.5% | +9.2% | -22.7% | -10.7% |
| 6M | +14.2% | +13.6% | +0.6% | +19.5% |
| YTD | -2.2% | +12.4% | -14.6% | +0.9% |
| 1Y | +12.5% | +21.2% | -8.7% | +16.1% |
| All | +12.5% | +21.5% | -9.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling