+928.6%
WDC vs UAL
+142.0%
+786.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.5% | +3.4% | +4.9% |
| 7D | +1.7% | +0.7% | +1.0% | +1.4% |
| 30D | -10.0% | -16.1% | +6.1% | -3.8% |
| 3M | -18.8% | +6.1% | -24.9% | -20.9% |
| 6M | +79.0% | +10.8% | +68.2% | +70.2% |
| YTD | +171.6% | -0.4% | +171.9% | +167.8% |
| 1Y | +417.4% | +5.0% | +412.4% | +396.1% |
| 3Y | +1,251.8% | +124.0% | +1,127.8% | +815.2% |
| All | +928.6% | +142.0% | +786.6% | +528.6% |
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