+206.7%
UAL vs WM
+47.1%
+159.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.0% |
| 7D | +8.2% | +1.2% | +7.0% | +8.1% |
| 30D | +2.3% | +13.1% | -10.7% | +2.4% |
| 3M | -12.7% | +3.6% | -16.3% | -12.6% |
| 6M | +12.7% | +8.1% | +4.6% | +12.4% |
| YTD | +0.8% | +8.9% | -8.1% | -0.1% |
| 1Y | +17.8% | +20.3% | -2.6% | +14.3% |
| 3Y | +206.7% | +46.2% | +160.5% | +197.5% |
| All | +206.7% | +47.1% | +159.6% | +197.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling