+156.1%
WBD vs UAL
+131.3%
+24.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.2% |
| 7D | -1.8% | +0.7% | -2.5% | -2.1% |
| 30D | +8.8% | -16.1% | +24.9% | +14.4% |
| 3M | +4.6% | +6.1% | -1.5% | +1.5% |
| 6M | +1.1% | +10.8% | -9.8% | -4.6% |
| YTD | -2.0% | -0.4% | -1.6% | -4.8% |
| 1Y | +140.0% | +5.0% | +135.0% | +126.2% |
| All | +156.1% | +131.3% | +24.8% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling