+202.2%
WELL vs UAL
+189.3%
+12.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | -0.1% |
| 7D | +0.1% | -3.0% | +3.2% | +0.3% |
| 30D | +5.7% | +10.5% | -4.8% | +5.1% |
| 3M | +4.6% | -13.5% | +18.1% | +5.3% |
| 6M | +11.9% | +14.2% | -2.4% | +10.7% |
| YTD | +33.6% | -2.2% | +35.8% | +32.9% |
| 1Y | +29.8% | +12.5% | +17.3% | +28.1% |
| 3Y | +202.2% | +186.8% | +15.3% | +175.5% |
| All | +202.2% | +189.3% | +12.8% | +175.5% |
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