+36.2%
TRV vs UAL
-0.3%
+36.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.3% |
| 7D | +0.2% | -1.1% | +1.3% | +0.2% |
| 30D | -2.3% | -13.4% | +11.1% | -2.2% |
| 3M | +22.7% | -2.3% | +25.0% | +22.7% |
| 6M | +21.9% | +13.3% | +8.6% | +21.3% |
| YTD | +27.5% | -4.2% | +31.7% | +27.1% |
| 1Y | +36.2% | +1.4% | +34.8% | +38.5% |
| All | +36.2% | -0.3% | +36.5% | +38.5% |
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