+25.4%
UAL vs WST
+52.5%
-27.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | +12.5% | +1.4% | +11.1% | +11.9% |
| 30D | +12.2% | +12.7% | -0.5% | +7.2% |
| 3M | -2.6% | +17.2% | -19.7% | -8.7% |
| 6M | +21.1% | +26.7% | -5.6% | +9.0% |
| YTD | +7.8% | +50.3% | -42.5% | -13.0% |
| 1Y | +25.4% | +50.2% | -24.8% | +1.3% |
| All | +25.4% | +52.5% | -27.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling