+194.7%
WELL vs UAL
+197.6%
-2.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | +4.4% | +8.2% | -3.7% | +4.1% |
| 30D | +10.8% | +2.3% | +8.5% | +10.6% |
| 3M | +4.2% | -12.7% | +16.9% | +4.8% |
| 6M | +14.0% | +12.7% | +1.3% | +13.0% |
| YTD | +33.4% | +0.8% | +32.6% | +32.6% |
| 1Y | +32.4% | +17.8% | +14.6% | +30.3% |
| 3Y | +194.7% | +206.7% | -12.0% | +158.3% |
| All | +194.7% | +197.6% | -2.9% | +158.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling