+25.4%
UAL vs WU
-14.8%
+40.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | -0.1% |
| 7D | +12.5% | +11.0% | +1.4% | +9.4% |
| 30D | +12.2% | +13.4% | -1.2% | +8.5% |
| 3M | -2.6% | +2.2% | -4.8% | -3.4% |
| 6M | +21.1% | -18.2% | +39.3% | +24.8% |
| YTD | +7.8% | -18.3% | +26.1% | +11.5% |
| 1Y | +25.4% | -12.2% | +37.6% | +24.1% |
| All | +25.4% | -14.8% | +40.2% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling