+1,573.7%
WELL vs UAL
+242.1%
+1,331.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -2.5% |
| 7D | -0.8% | +0.7% | -1.5% | -1.0% |
| 30D | -0.1% | -16.1% | +16.0% | +3.0% |
| 3M | +18.0% | +6.1% | +11.9% | +16.1% |
| 6M | +15.0% | +10.8% | +4.1% | +11.4% |
| YTD | +28.6% | -0.4% | +29.0% | +26.4% |
| 1Y | +42.9% | +5.0% | +37.9% | +38.3% |
| 3Y | +203.0% | +124.0% | +79.0% | +141.9% |
| 5Y | +206.9% | +141.0% | +65.9% | +132.6% |
| 10Y | +339.5% | +118.0% | +221.5% | +214.9% |
| All | +1,573.7% | +242.1% | +1,331.7% | +705.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling