-35.2%
AAL vs TRI
+0.5%
-35.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.1% | -2.9% | +2.8% | +0.5% |
| 30D | +11.7% | +3.7% | +8.0% | +10.3% |
| 3M | -12.5% | +3.7% | -16.3% | -14.1% |
| 6M | +3.6% | +35.1% | -31.5% | -6.9% |
| YTD | -14.1% | -14.0% | -0.1% | -8.5% |
| 1Y | +0.8% | -19.0% | +19.7% | +10.6% |
| 3Y | +11.8% | -12.0% | +23.8% | +7.6% |
| All | -35.2% | +0.5% | -35.7% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling