+4.2%
WBD vs UAL
+131.8%
-127.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.4% | +0.6% |
| 7D | -0.7% | +3.5% | -4.2% | -2.1% |
| 30D | +5.0% | -16.5% | +21.5% | +12.2% |
| 3M | +6.2% | +2.8% | +3.5% | +3.4% |
| 6M | +0.6% | +17.6% | -17.0% | -9.0% |
| YTD | -2.4% | -3.2% | +0.8% | -5.3% |
| 1Y | +127.7% | +0.4% | +127.3% | +114.3% |
| 3Y | +148.4% | +128.2% | +20.2% | +45.0% |
| 5Y | +4.2% | +137.7% | -133.5% | -43.4% |
| All | +4.2% | +131.8% | -127.6% | -43.4% |
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