+88.1%
UAL vs WPM
+776.4%
-688.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.7% |
| 7D | +2.3% | +3.1% | -0.8% | +1.9% |
| 30D | +13.3% | -1.8% | +15.2% | +13.4% |
| 3M | -6.3% | +1.0% | -7.3% | -6.6% |
| 6M | +22.5% | -5.4% | +28.0% | +22.5% |
| YTD | +5.9% | +15.9% | -10.0% | +3.9% |
| 1Y | +24.7% | +30.8% | -6.2% | +21.3% |
| 3Y | +211.6% | +222.6% | -11.1% | +185.0% |
| 5Y | +130.6% | +227.4% | -96.8% | +107.8% |
| All | +88.1% | +776.4% | -688.3% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling