+227.5%
LOW vs TRI
+196.2%
+31.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -3.7% | -7.9% | +4.2% | -0.9% |
| 30D | -8.9% | -4.5% | -4.4% | -7.7% |
| 3M | -10.4% | +22.1% | -32.5% | -18.2% |
| 6M | -19.4% | -2.8% | -16.6% | -20.6% |
| YTD | -17.1% | -23.4% | +6.3% | -9.7% |
| 1Y | -26.3% | -41.5% | +15.3% | -7.3% |
| 3Y | -9.9% | -19.2% | +9.3% | -11.3% |
| 5Y | +6.1% | -9.4% | +15.5% | -4.6% |
| All | +227.5% | +196.2% | +31.3% | +67.3% |
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