+87.5%
UAL vs TRMB
+103.7%
-16.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.2% | +1.4% |
| 7D | +8.2% | -16.7% | +24.8% | +19.2% |
| 30D | +2.3% | -9.9% | +12.2% | +6.8% |
| 3M | -12.7% | -7.6% | -5.1% | -11.1% |
| 6M | +12.7% | -14.7% | +27.4% | +20.4% |
| YTD | +0.8% | -30.9% | +31.8% | +24.3% |
| 1Y | +17.8% | -31.3% | +49.1% | +45.8% |
| 3Y | +206.7% | +29.4% | +177.3% | +146.7% |
| 5Y | +113.9% | -37.4% | +151.2% | +173.1% |
| All | +87.5% | +103.7% | -16.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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