+73.7%
UAL vs WPM
+749.7%
-676.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.7% |
| 7D | -3.0% | -3.6% | +0.5% | -2.6% |
| 30D | +10.5% | +1.4% | +9.0% | +10.2% |
| 3M | -13.5% | -0.2% | -13.3% | -13.6% |
| 6M | +14.2% | -7.3% | +21.5% | +14.5% |
| YTD | -2.2% | +12.3% | -14.6% | -3.7% |
| 1Y | +12.5% | +24.9% | -12.4% | +10.0% |
| 3Y | +186.8% | +210.4% | -23.5% | +163.4% |
| 5Y | +119.4% | +210.4% | -91.0% | +98.4% |
| All | +73.7% | +749.7% | -676.0% | +55.2% |
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