+120.4%
UAL vs WWD
+189.1%
-68.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.0% | -4.1% | -4.8% |
| 7D | +0.7% | +8.2% | -7.5% | -4.0% |
| 30D | +7.8% | -0.2% | +7.9% | +7.5% |
| 3M | -11.1% | -8.4% | -2.7% | -6.6% |
| 6M | +16.1% | -9.5% | +25.6% | +21.9% |
| YTD | -0.5% | +10.1% | -10.6% | -7.7% |
| 1Y | +11.3% | +21.6% | -10.3% | -3.8% |
| 3Y | +192.8% | +149.6% | +43.3% | +52.1% |
| All | +120.4% | +189.1% | -68.7% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling