+200.8%
WMB vs UAL
+117.7%
+83.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | +7.8% | -3.0% | +10.9% | +8.1% |
| 30D | -5.1% | +10.5% | -15.6% | -6.0% |
| 3M | -4.7% | -13.5% | +8.8% | -3.7% |
| 6M | -7.4% | +14.2% | -21.6% | -9.2% |
| YTD | +17.5% | -2.2% | +19.7% | +16.4% |
| 1Y | +19.5% | +12.5% | +7.0% | +16.3% |
| 3Y | +121.3% | +186.8% | -65.5% | +87.3% |
| All | +200.8% | +117.7% | +83.1% | +160.8% |
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