+280.3%
UAL vs TRI
+433.5%
-153.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +12.5% | -1.6% | +14.1% | +13.2% |
| 30D | +12.2% | +5.0% | +7.2% | +7.5% |
| 3M | -2.6% | +4.6% | -7.1% | -8.2% |
| 6M | +21.1% | +18.3% | +2.8% | +0.3% |
| YTD | +7.8% | -14.7% | +22.5% | +6.6% |
| 1Y | +25.4% | -16.7% | +42.1% | +26.1% |
| 3Y | +217.3% | -11.3% | +228.7% | +188.7% |
| 5Y | +132.9% | -0.6% | +133.5% | +90.3% |
| 10Y | +101.1% | +220.2% | -119.1% | -37.8% |
| All | +280.3% | +433.5% | -153.2% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling