-16.7%
TRI vs LDOS
-27.6%
+11.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +6.0% |
| 7D | +1.0% | -2.8% | +3.8% | +2.9% |
| 30D | +20.8% | +13.6% | +7.2% | +13.9% |
| 3M | +8.1% | +4.2% | +3.9% | +6.4% |
| 6M | +24.2% | -8.2% | +32.4% | +24.7% |
| YTD | -7.8% | -24.1% | +16.3% | -3.3% |
| 1Y | -16.7% | -31.2% | +14.6% | -9.8% |
| All | -16.7% | -27.6% | +11.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling