+384.5%
ALAB vs TRI
-34.5%
+419.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +3.5% |
| 7D | +9.6% | -8.4% | +18.0% | +6.9% |
| 30D | -5.3% | -6.5% | +1.2% | -6.8% |
| 3M | -12.0% | +18.6% | -30.6% | -4.7% |
| 6M | +145.7% | -10.4% | +156.2% | +163.8% |
| YTD | +80.7% | -23.7% | +104.4% | +87.4% |
| 1Y | +40.1% | -42.5% | +82.6% | +44.7% |
| All | +384.5% | -34.5% | +419.0% | +268.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling