+2,079.2%
LHX vs TRI
+509.5%
+1,569.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.8% |
| 7D | -4.3% | -7.9% | +3.6% | -1.2% |
| 30D | -15.1% | -4.5% | -10.6% | -14.0% |
| 3M | -21.0% | +22.1% | -43.1% | -28.5% |
| 6M | -32.0% | -2.8% | -29.2% | -33.4% |
| YTD | -15.3% | -23.4% | +8.1% | -10.0% |
| 1Y | -11.1% | -41.5% | +30.5% | +6.5% |
| 3Y | +54.0% | -19.2% | +73.2% | +54.2% |
| 5Y | +17.1% | -9.4% | +26.5% | +9.1% |
| 10Y | +225.8% | +195.6% | +30.2% | +66.4% |
| All | +2,079.2% | +509.5% | +1,569.7% | +651.0% |
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 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