+34.3%
TRV vs UAL
+5.0%
+29.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.4% |
| 7D | -0.1% | +0.7% | -0.9% | -0.2% |
| 30D | -3.4% | -16.1% | +12.7% | -3.2% |
| 3M | +26.4% | +6.1% | +20.3% | +26.2% |
| 6M | +19.3% | +10.8% | +8.4% | +18.8% |
| YTD | +28.3% | -0.4% | +28.7% | +27.9% |
| 1Y | +34.3% | +5.0% | +29.3% | +36.2% |
| All | +34.3% | +5.0% | +29.3% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling