+80.2%
ALB vs TRI
+191.2%
-111.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.5% |
| 7D | -7.6% | -14.4% | +6.8% | -2.2% |
| 30D | -5.6% | -8.1% | +2.5% | -3.0% |
| 3M | -16.8% | +17.5% | -34.4% | -24.3% |
| 6M | -26.3% | -5.0% | -21.4% | -27.3% |
| YTD | -13.2% | -24.7% | +11.5% | -5.0% |
| 1Y | +68.8% | -41.5% | +110.3% | +112.5% |
| 3Y | -30.7% | -20.3% | -10.3% | -30.9% |
| 5Y | -46.3% | -10.9% | -35.3% | -51.1% |
| All | +80.2% | +191.2% | -111.0% | -7.4% |
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