+127.7%
WBD vs UAL
-0.3%
+127.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | -1.7% | -1.1% | -0.6% | -1.6% |
| 30D | +3.9% | -13.4% | +17.3% | +4.8% |
| 3M | +5.1% | -2.3% | +7.4% | +4.7% |
| 6M | +0.6% | +13.3% | -12.8% | -1.2% |
| YTD | -3.2% | -4.2% | +1.0% | -3.4% |
| 1Y | +127.7% | +1.4% | +126.3% | +135.8% |
| All | +127.7% | -0.3% | +127.9% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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