+99.1%
UAL vs WU
-41.4%
+140.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -1.4% |
| 7D | +3.5% | -0.8% | +4.3% | +4.0% |
| 30D | -16.5% | -1.1% | -15.3% | -16.0% |
| 3M | +2.8% | -1.8% | +4.6% | +1.0% |
| 6M | +17.6% | -23.9% | +41.5% | +34.1% |
| YTD | -3.2% | -20.4% | +17.2% | +6.8% |
| 1Y | +0.4% | -10.6% | +11.0% | +1.6% |
| 3Y | +128.2% | -27.7% | +155.9% | +158.2% |
| 5Y | +137.7% | -51.1% | +188.9% | +241.7% |
| 10Y | +99.1% | -40.7% | +139.8% | +170.2% |
| All | +99.1% | -41.4% | +140.5% | +170.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling