+73.7%
UAL vs TRI
+225.2%
-151.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | -3.0% | -2.9% | -0.1% | -2.2% |
| 30D | +10.5% | +3.7% | +6.8% | +8.3% |
| 3M | -13.5% | +3.7% | -17.2% | -15.9% |
| 6M | +14.2% | +35.1% | -20.9% | -3.1% |
| YTD | -2.2% | -14.0% | +11.8% | +1.1% |
| 1Y | +12.5% | -19.0% | +31.4% | +20.4% |
| 3Y | +186.8% | -12.0% | +198.8% | +176.9% |
| 5Y | +119.4% | +0.6% | +118.7% | +89.6% |
| All | +73.7% | +225.2% | -151.5% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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