+73.7%
UAL vs TRGP
+822.5%
-748.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.9% |
| 7D | -3.0% | +12.4% | -15.4% | -8.0% |
| 30D | +10.5% | +2.6% | +7.8% | +8.1% |
| 3M | -13.5% | +11.9% | -25.3% | -19.3% |
| 6M | +14.2% | +13.9% | +0.3% | +3.9% |
| YTD | -2.2% | +64.2% | -66.4% | -26.1% |
| 1Y | +12.5% | +78.5% | -66.0% | -18.6% |
| 3Y | +186.8% | +272.9% | -86.1% | +43.4% |
| 5Y | +119.4% | +510.7% | -391.4% | -16.3% |
| All | +73.7% | +822.5% | -748.8% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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