+25.4%
UAL vs TRMB
-31.2%
+56.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +12.5% | -16.6% | +29.0% | +17.5% |
| 30D | +12.2% | -8.9% | +21.1% | +12.2% |
| 3M | -2.6% | -6.3% | +3.7% | -4.3% |
| 6M | +21.1% | -10.0% | +31.0% | +21.8% |
| YTD | +7.8% | -30.1% | +37.9% | +26.6% |
| 1Y | +25.4% | -31.3% | +56.7% | +49.1% |
| All | +25.4% | -31.2% | +56.6% | +49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling