+129.8%
UAL vs WU
-23.6%
+153.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.9% |
| 7D | +0.7% | -0.8% | +1.5% | +1.1% |
| 30D | -16.1% | -1.1% | -15.0% | -15.7% |
| 3M | +6.1% | -3.9% | +10.0% | +5.5% |
| 6M | +10.8% | -20.7% | +31.5% | +20.6% |
| YTD | -0.4% | -18.4% | +18.0% | +6.5% |
| 1Y | +5.0% | -8.1% | +13.1% | +3.9% |
| All | +129.8% | -23.6% | +153.4% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling