+206.7%
UAL vs TRU
+65.0%
+141.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +3.1% |
| 7D | +8.2% | +5.7% | +2.4% | +5.3% |
| 30D | +2.3% | +29.2% | -26.9% | -10.6% |
| 3M | -12.7% | +2.7% | -15.3% | -14.9% |
| 6M | +12.7% | +15.2% | -2.5% | +1.9% |
| YTD | +0.8% | -4.9% | +5.7% | 0.0% |
| 1Y | +17.8% | +3.4% | +14.4% | +10.9% |
| 3Y | +206.7% | +63.2% | +143.5% | +142.1% |
| All | +206.7% | +65.0% | +141.7% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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