+113.2%
WDC vs UAL
+22.8%
+90.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.0% | -14.7% | -10.2% |
| 7D | -18.3% | +11.9% | -30.2% | -22.9% |
| 30D | -26.7% | +5.2% | -31.9% | -28.8% |
| 3M | -40.9% | -12.7% | -28.2% | -37.4% |
| 6M | -26.8% | +28.5% | -55.3% | -37.3% |
| YTD | +88.2% | +3.5% | +84.7% | +75.0% |
| 1Y | +113.2% | +27.5% | +85.7% | +89.9% |
| All | +113.2% | +22.8% | +90.4% | +89.9% |
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