+1,350.7%
TRV vs UAL
+269.7%
+1,081.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.8% | -6.8% | -1.0% |
| 7D | -0.9% | +10.2% | -11.1% | -2.4% |
| 30D | +7.2% | +12.0% | -4.9% | +5.2% |
| 3M | +3.2% | -7.1% | +10.3% | +4.0% |
| 6M | +33.6% | +20.9% | +12.7% | +28.7% |
| YTD | +37.8% | +7.7% | +30.1% | +33.9% |
| 1Y | +43.4% | +23.6% | +19.8% | +36.2% |
| 3Y | +146.7% | +222.6% | -75.9% | +94.3% |
| 5Y | +176.1% | +127.9% | +48.2% | +122.8% |
| 10Y | +357.4% | +100.2% | +257.2% | +246.3% |
| All | +1,350.7% | +269.7% | +1,081.0% | +625.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling