+1,036.2%
ALB vs TRI
+561.6%
+474.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.4% | +1.0% | -1.5% |
| 7D | -8.1% | -0.5% | -7.5% | -8.1% |
| 30D | +6.3% | +7.9% | -1.6% | +1.4% |
| 3M | -23.6% | +24.1% | -47.6% | -34.6% |
| 6M | -24.6% | +3.8% | -28.4% | -30.6% |
| YTD | -10.3% | -16.9% | +6.6% | -7.8% |
| 1Y | +61.5% | -38.4% | +99.9% | +98.6% |
| 3Y | -34.0% | -12.2% | -21.8% | -37.3% |
| 5Y | -44.6% | -1.8% | -42.8% | -51.4% |
| 10Y | +76.1% | +207.6% | -131.5% | -28.3% |
| All | +1,036.2% | +561.6% | +474.6% | +146.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling