+257.6%
ALAB vs TRI
-26.1%
+283.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.7% | -2.6% |
| 7D | +16.3% | -2.9% | +19.2% | +15.2% |
| 30D | -26.1% | +3.7% | -29.8% | -24.4% |
| 3M | -31.3% | +3.7% | -35.0% | -28.9% |
| 6M | -1.0% | +35.1% | -36.1% | +12.9% |
| YTD | +33.3% | -14.0% | +47.4% | +46.2% |
| 1Y | +53.5% | -19.0% | +72.5% | +67.9% |
| All | +257.6% | -26.1% | +283.8% | +187.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling