+27.5%
UAL vs WWD
+27.2%
+0.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.9% | +9.9% | +9.0% |
| 7D | +11.9% | +7.3% | +4.6% | +7.3% |
| 30D | +5.2% | -2.0% | +7.2% | +6.0% |
| 3M | -12.7% | -12.6% | -0.1% | -6.3% |
| 6M | +28.5% | -8.4% | +36.9% | +32.7% |
| YTD | +3.5% | +8.2% | -4.7% | +2.8% |
| 1Y | +27.5% | +26.5% | +1.0% | +20.9% |
| All | +27.5% | +27.2% | +0.3% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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