+222.6%
UAL vs TRI
-10.7%
+233.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.8% | +10.6% | +7.1% |
| 7D | +10.2% | -11.4% | +21.6% | +11.3% |
| 30D | +12.0% | +4.9% | +7.1% | +11.4% |
| 3M | -7.1% | +7.0% | -14.1% | -8.0% |
| 6M | +20.9% | +18.2% | +2.7% | +18.2% |
| YTD | +7.7% | -14.8% | +22.5% | +14.0% |
| 1Y | +23.6% | -18.0% | +41.5% | +32.5% |
| 3Y | +222.6% | -12.0% | +234.5% | +269.4% |
| All | +222.6% | -10.7% | +233.2% | +269.4% |
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