+567.0%
WDC vs UAL
+117.7%
+449.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.7% | -3.3% | -4.3% |
| 7D | +12.1% | -3.0% | +15.1% | +13.4% |
| 30D | -18.8% | +10.5% | -29.3% | -22.0% |
| 3M | -39.3% | -13.5% | -25.8% | -36.2% |
| 6M | -40.1% | +14.2% | -54.3% | -43.9% |
| YTD | +71.8% | -2.2% | +74.0% | +69.7% |
| 1Y | +88.5% | +12.5% | +76.0% | +76.6% |
| 3Y | +770.0% | +186.8% | +583.2% | +427.5% |
| All | +567.0% | +117.7% | +449.2% | +308.9% |
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 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