+128.2%
UAL vs TRI
-17.7%
+145.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.5% | +3.7% | -2.1% |
| 7D | +3.5% | -7.1% | +10.5% | +4.2% |
| 30D | -16.5% | -2.3% | -14.1% | -16.4% |
| 3M | +2.8% | +19.6% | -16.8% | -0.3% |
| 6M | +17.6% | -8.7% | +26.3% | +20.6% |
| YTD | -3.2% | -22.3% | +19.1% | +3.9% |
| 1Y | +0.4% | -40.7% | +41.1% | +18.0% |
| 3Y | +128.2% | -17.8% | +145.9% | +118.8% |
| All | +128.2% | -17.7% | +145.8% | +118.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling