+303.7%
WMB vs UAL
+115.8%
+187.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.4% |
| 7D | +0.6% | +0.7% | -0.1% | +0.4% |
| 30D | +3.3% | -16.1% | +19.4% | +7.2% |
| 3M | +3.1% | +6.1% | -3.0% | +0.9% |
| 6M | -0.7% | +10.8% | -11.6% | -4.9% |
| YTD | +25.2% | -0.4% | +25.6% | +22.0% |
| 1Y | +32.9% | +5.0% | +27.8% | +26.9% |
| 3Y | +140.6% | +124.0% | +16.5% | +77.0% |
| 5Y | +273.5% | +141.0% | +132.5% | +151.5% |
| All | +303.7% | +115.8% | +187.9% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling