+186.8%
UAL vs WPM
+214.5%
-27.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.7% |
| 7D | -3.0% | -3.6% | +0.5% | -2.1% |
| 30D | +10.5% | +1.4% | +9.0% | +9.9% |
| 3M | -13.5% | -0.2% | -13.3% | -13.8% |
| 6M | +14.2% | -7.3% | +21.5% | +14.7% |
| YTD | -2.2% | +12.3% | -14.6% | -6.1% |
| 1Y | +12.5% | +24.9% | -12.4% | +6.0% |
| 3Y | +186.8% | +210.4% | -23.5% | +119.4% |
| All | +186.8% | +214.5% | -27.7% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling