+3.6%
WBD vs UAL
+73.9%
-70.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.0% | -3.0% | -0.7% |
| 7D | +1.0% | +3.6% | -2.6% | -0.6% |
| 30D | -0.4% | +1.6% | -1.9% | -1.6% |
| 3M | +1.7% | -11.7% | +13.4% | +5.1% |
| 6M | +19.6% | -3.1% | +22.7% | +17.3% |
| YTD | -5.6% | -16.2% | +10.7% | -0.5% |
| 1Y | +225.2% | +25.1% | +200.1% | +175.3% |
| 3Y | +111.2% | +109.0% | +2.1% | +28.9% |
| All | +3.6% | +73.9% | -70.3% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling