+212.9%
WELL vs UAL
+142.0%
+70.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -2.3% |
| 7D | -0.8% | +0.7% | -1.5% | -0.9% |
| 30D | -0.1% | -16.1% | +16.0% | +1.6% |
| 3M | +18.0% | +6.1% | +11.9% | +16.9% |
| 6M | +15.0% | +10.8% | +4.1% | +13.0% |
| YTD | +28.6% | -0.4% | +29.0% | +27.4% |
| 1Y | +42.9% | +5.0% | +37.9% | +40.4% |
| 3Y | +203.0% | +124.0% | +79.0% | +159.5% |
| All | +212.9% | +142.0% | +70.8% | +161.5% |
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 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