+133.6%
UAL vs WPM
+280.0%
-146.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.7% |
| 7D | +0.7% | +1.1% | -0.4% | +0.5% |
| 30D | -16.1% | +26.4% | -42.5% | -20.4% |
| 3M | +6.1% | +20.8% | -14.7% | +1.0% |
| 6M | +10.8% | +1.1% | +9.7% | +8.5% |
| YTD | -0.4% | +32.5% | -32.9% | -7.3% |
| 1Y | +5.0% | +51.5% | -46.5% | -4.9% |
| All | +133.6% | +280.0% | -146.4% | +73.5% |
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