+29.6%
WELL vs UAL
+16.4%
+13.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.0% | -0.8% |
| 7D | +0.1% | +0.7% | -0.5% | +0.1% |
| 30D | +6.8% | +7.8% | -1.0% | +6.7% |
| 3M | +6.7% | -11.1% | +17.8% | +7.1% |
| 6M | +13.8% | +16.1% | -2.3% | +13.0% |
| YTD | +33.8% | -0.5% | +34.4% | +31.8% |
| 1Y | +29.6% | +11.3% | +18.3% | +28.8% |
| All | +29.6% | +16.4% | +13.2% | +28.8% |
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