+293.8%
TRV vs UAL
+106.0%
+187.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | -1.8% | -15.7% | +13.9% | +1.0% |
| 3M | +21.6% | +3.6% | +18.0% | +20.2% |
| 6M | +22.5% | +16.9% | +5.6% | +17.6% |
| YTD | +28.1% | -4.8% | +32.9% | +27.0% |
| 1Y | +37.0% | -0.9% | +38.0% | +34.2% |
| 3Y | +141.9% | +124.5% | +17.4% | +92.6% |
| 5Y | +158.5% | +140.2% | +18.3% | +93.9% |
| All | +293.8% | +106.0% | +187.8% | +179.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling