+1,245.5%
WDC vs UAL
+103.3%
+1,142.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +5.0% | +3.2% |
| 7D | +6.0% | +3.5% | +2.5% | +4.6% |
| 30D | +9.9% | -16.5% | +26.4% | +17.4% |
| 3M | -9.4% | +2.8% | -12.2% | -10.8% |
| 6M | +94.7% | +17.6% | +77.2% | +81.3% |
| YTD | +177.4% | -3.2% | +180.6% | +177.0% |
| 1Y | +412.6% | +0.4% | +412.1% | +399.9% |
| 3Y | +1,359.8% | +128.2% | +1,231.6% | +875.3% |
| 5Y | +992.6% | +137.7% | +854.8% | +583.2% |
| 10Y | +1,245.5% | +99.1% | +1,146.4% | +757.7% |
| All | +1,245.5% | +103.3% | +1,142.2% | +757.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling