+348.3%
TRV vs UAL
+97.8%
+250.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | 0.0% |
| 7D | -2.4% | +2.3% | -4.6% | -2.8% |
| 30D | +7.5% | +13.3% | -5.9% | +5.0% |
| 3M | +6.7% | -6.3% | +13.0% | +7.5% |
| 6M | +35.5% | +22.5% | +13.0% | +29.3% |
| YTD | +39.3% | +5.9% | +33.4% | +35.1% |
| 1Y | +41.8% | +24.7% | +17.1% | +33.1% |
| 3Y | +147.3% | +211.6% | -64.3% | +84.1% |
| 5Y | +178.3% | +130.6% | +47.8% | +111.7% |
| 10Y | +348.3% | +96.5% | +251.9% | +218.9% |
| All | +348.3% | +97.8% | +250.6% | +218.9% |
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