+140.2%
UAL vs WTW
+42.3%
+97.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -2.0% | -7.8% | +5.8% | +2.2% |
| 30D | -15.7% | -7.9% | -7.8% | -12.1% |
| 3M | +3.6% | +19.9% | -16.3% | -7.0% |
| 6M | +16.9% | +9.8% | +7.1% | +9.3% |
| YTD | -4.8% | -3.3% | -1.4% | -4.3% |
| 1Y | -0.9% | -3.3% | +2.3% | -0.8% |
| 3Y | +124.5% | +61.5% | +62.9% | +52.2% |
| 5Y | +140.2% | +42.6% | +97.6% | +65.7% |
| All | +140.2% | +42.3% | +97.9% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling