+112.3%
UAL vs WU
-42.0%
+154.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +2.9% |
| 7D | +8.2% | +11.7% | -3.5% | +2.6% |
| 30D | +2.3% | +12.6% | -10.3% | -3.6% |
| 3M | -12.7% | -0.5% | -12.2% | -13.0% |
| 6M | +12.7% | -18.2% | +30.9% | +21.3% |
| YTD | +0.8% | -19.0% | +19.8% | +8.2% |
| 1Y | +17.8% | -16.7% | +34.5% | +24.3% |
| 3Y | +206.7% | -21.0% | +227.7% | +225.9% |
| All | +112.3% | -42.0% | +154.3% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling