+129.8%
UAL vs TRMB
+8.5%
+121.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.6% | +3.2% |
| 7D | +0.7% | -2.5% | +3.2% | +2.5% |
| 30D | -16.1% | +1.5% | -17.6% | -17.4% |
| 3M | +6.1% | +6.8% | -0.6% | +0.2% |
| 6M | +10.8% | -14.9% | +25.8% | +23.2% |
| YTD | -0.4% | -24.1% | +23.7% | +20.3% |
| 1Y | +5.0% | -25.4% | +30.4% | +28.5% |
| All | +129.8% | +8.5% | +121.2% | +115.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling