+550.0%
LNG vs TRI
+196.2%
+353.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -4.7% | -7.9% | +3.2% | -2.7% |
| 30D | +3.8% | -4.5% | +8.3% | +4.7% |
| 3M | +16.2% | +22.1% | -5.9% | +8.6% |
| 6M | +11.7% | -2.8% | +14.5% | +10.5% |
| YTD | +44.2% | -23.4% | +67.6% | +52.9% |
| 1Y | +18.6% | -41.5% | +60.1% | +38.2% |
| 3Y | +77.4% | -19.2% | +96.6% | +80.3% |
| 5Y | +232.3% | -9.4% | +241.7% | +217.1% |
| All | +550.0% | +196.2% | +353.8% | +297.0% |
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 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