+718.2%
WMB vs UAL
+239.3%
+478.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.6% | -0.8% | -4.6% |
| 7D | -14.2% | +5.0% | -19.2% | -15.0% |
| 30D | -11.2% | -1.2% | -10.0% | -11.3% |
| 3M | -9.9% | -16.8% | +6.9% | -7.7% |
| 6M | -14.4% | +18.0% | -32.3% | -17.7% |
| YTD | +9.2% | -1.2% | +10.4% | +7.1% |
| 1Y | +15.1% | +14.3% | +0.7% | +9.9% |
| 3Y | +99.2% | +194.6% | -95.3% | +56.9% |
| 5Y | +180.2% | +109.6% | +70.6% | +125.6% |
| 10Y | +273.7% | +93.1% | +180.7% | +183.9% |
| All | +718.2% | +239.3% | +478.8% | +385.4% |
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