+251.3%
UAL vs WPM
+2,345.9%
-2,094.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.6% |
| 7D | +0.7% | +1.1% | -0.4% | +0.6% |
| 30D | -16.1% | +26.4% | -42.5% | -17.3% |
| 3M | +6.1% | +20.8% | -14.7% | +4.8% |
| 6M | +10.8% | +1.1% | +9.7% | +10.4% |
| YTD | -0.4% | +32.5% | -32.9% | -2.2% |
| 1Y | +5.0% | +51.5% | -46.5% | +2.4% |
| 3Y | +124.0% | +267.0% | -143.0% | +109.0% |
| 5Y | +141.0% | +250.1% | -109.1% | +123.9% |
| 10Y | +118.0% | +540.4% | -422.4% | +95.1% |
| All | +251.3% | +2,345.9% | -2,094.6% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling