+101.1%
UAL vs TRMB
+96.4%
+4.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +12.5% | -16.6% | +29.0% | +23.9% |
| 30D | +12.2% | -8.9% | +21.1% | +16.3% |
| 3M | -2.6% | -6.3% | +3.7% | -1.7% |
| 6M | +21.1% | -10.0% | +31.0% | +24.7% |
| YTD | +7.8% | -30.1% | +37.9% | +31.9% |
| 1Y | +25.4% | -31.3% | +56.7% | +55.3% |
| 3Y | +217.3% | +30.8% | +186.5% | +153.5% |
| 5Y | +132.9% | -35.9% | +168.8% | +193.1% |
| 10Y | +101.1% | +101.7% | -0.6% | +19.0% |
| All | +101.1% | +96.4% | +4.7% | +19.0% |
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