+80.2%
ALB vs TRGP
+868.8%
-788.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | -7.6% | -0.6% | -7.0% | -7.5% |
| 30D | -5.6% | +10.0% | -15.6% | -8.0% |
| 3M | -16.8% | +7.6% | -24.5% | -18.8% |
| 6M | -26.3% | +26.8% | -53.1% | -31.3% |
| YTD | -13.2% | +60.6% | -73.8% | -24.1% |
| 1Y | +68.8% | +82.5% | -13.7% | +42.0% |
| 3Y | -30.7% | +265.0% | -295.7% | -51.6% |
| 5Y | -46.3% | +645.9% | -692.2% | -68.1% |
| All | +80.2% | +868.8% | -788.5% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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