+1,639.4%
WELL vs UAL
+239.3%
+1,400.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.5% | -0.2% |
| 7D | +5.3% | +5.0% | +0.2% | +4.3% |
| 30D | +8.7% | -1.2% | +9.9% | +8.7% |
| 3M | +3.8% | -16.8% | +20.6% | +6.8% |
| 6M | +15.4% | +18.0% | -2.6% | +10.6% |
| YTD | +33.7% | -1.2% | +34.8% | +31.1% |
| 1Y | +33.6% | +14.3% | +19.3% | +27.3% |
| 3Y | +194.2% | +194.6% | -0.3% | +122.5% |
| 5Y | +227.0% | +109.6% | +117.4% | +154.4% |
| 10Y | +430.7% | +93.1% | +337.7% | +286.5% |
| All | +1,639.4% | +239.3% | +1,400.0% | +735.4% |
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