+248.5%
UAL vs WWD
+2,251.2%
-2,002.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.0% | +1.4% | -0.7% |
| 7D | +5.0% | -2.6% | +7.6% | +6.5% |
| 30D | -1.2% | -7.7% | +6.5% | +3.5% |
| 3M | -16.8% | -17.7% | +0.9% | -6.2% |
| 6M | +18.0% | -15.9% | +33.9% | +30.2% |
| YTD | -1.2% | +1.8% | -3.0% | -4.1% |
| 1Y | +14.3% | +17.4% | -3.1% | 0.0% |
| 3Y | +194.6% | +137.1% | +57.5% | +57.5% |
| 5Y | +109.6% | +162.4% | -52.8% | +3.1% |
| 10Y | +93.1% | +452.5% | -359.4% | -38.9% |
| All | +248.5% | +2,251.2% | -2,002.6% | -48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling