+222.1%
LNG vs TRI
-10.0%
+232.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.1% |
| 7D | -4.7% | -7.9% | +3.2% | -3.6% |
| 30D | +3.8% | -4.5% | +8.3% | +4.4% |
| 3M | +16.2% | +22.1% | -5.9% | +11.7% |
| 6M | +11.7% | -2.8% | +14.5% | +11.2% |
| YTD | +44.2% | -23.4% | +67.6% | +51.4% |
| 1Y | +18.6% | -41.5% | +60.1% | +33.7% |
| 3Y | +77.4% | -19.2% | +96.6% | +82.7% |
| All | +222.1% | -10.0% | +232.1% | +208.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling