+291.7%
TRV vs UAL
+107.2%
+184.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +0.4% |
| 30D | -2.3% | -13.4% | +11.1% | 0.0% |
| 3M | +22.7% | -2.3% | +25.0% | +22.5% |
| 6M | +21.9% | +13.3% | +8.6% | +17.7% |
| YTD | +27.5% | -4.2% | +31.7% | +26.2% |
| 1Y | +36.2% | +1.4% | +34.8% | +32.8% |
| 3Y | +140.6% | +125.8% | +14.8% | +91.4% |
| 5Y | +154.5% | +130.0% | +24.6% | +92.8% |
| All | +291.7% | +107.2% | +184.5% | +178.0% |
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