+281.4%
WMB vs UAL
+80.6%
+200.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.1% |
| 7D | +7.8% | -3.0% | +10.9% | +8.5% |
| 30D | -5.1% | +10.5% | -15.6% | -7.6% |
| 3M | -4.7% | -13.5% | +8.8% | -2.4% |
| 6M | -7.4% | +14.2% | -21.6% | -11.9% |
| YTD | +17.5% | -2.2% | +19.7% | +14.2% |
| 1Y | +19.5% | +12.5% | +7.0% | +11.9% |
| 3Y | +121.3% | +186.8% | -65.5% | +51.6% |
| 5Y | +200.5% | +119.4% | +81.2% | +108.2% |
| All | +281.4% | +80.6% | +200.8% | +147.5% |
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 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