+113.5%
UAL vs WY
-32.0%
+145.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.0% | +5.0% | +4.0% |
| 7D | +8.2% | +3.1% | +5.1% | +6.0% |
| 30D | +2.3% | +13.0% | -10.6% | -5.9% |
| 3M | -12.7% | -16.8% | +4.1% | -1.7% |
| 6M | +12.7% | -11.2% | +23.9% | +20.6% |
| YTD | +0.8% | -9.1% | +9.9% | +5.5% |
| 1Y | +17.8% | -4.8% | +22.5% | +19.0% |
| 3Y | +206.7% | -25.3% | +232.0% | +258.4% |
| All | +113.5% | -32.0% | +145.5% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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