+101.1%
UAL vs TRGP
+762.8%
-661.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.1% |
| 7D | +12.5% | -5.8% | +18.2% | +15.2% |
| 30D | +12.2% | -1.5% | +13.7% | +11.9% |
| 3M | -2.6% | +6.1% | -8.7% | -6.8% |
| 6M | +21.1% | +14.4% | +6.7% | +9.8% |
| YTD | +7.8% | +55.3% | -47.5% | -16.4% |
| 1Y | +25.4% | +69.1% | -43.7% | -7.0% |
| 3Y | +217.3% | +254.3% | -36.9% | +62.4% |
| 5Y | +132.9% | +471.4% | -338.5% | -8.4% |
| 10Y | +101.1% | +773.0% | -671.9% | -54.1% |
| All | +101.1% | +762.8% | -661.6% | -54.1% |
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