+192.6%
TRI vs LDOS
+260.1%
-67.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.9% | -3.6% | -5.7% |
| 7D | -7.1% | -7.1% | +0.1% | -5.2% |
| 30D | -2.3% | -6.1% | +3.7% | -0.6% |
| 3M | +19.6% | +5.6% | +14.0% | +17.7% |
| 6M | -8.7% | -26.9% | +18.2% | -1.3% |
| YTD | -22.3% | -27.9% | +5.7% | -16.0% |
| 1Y | -40.7% | -26.8% | -13.9% | -36.3% |
| 3Y | -17.8% | +39.6% | -57.3% | -27.2% |
| 5Y | -8.5% | +39.4% | -47.9% | -20.1% |
| 10Y | +192.6% | +260.0% | -67.4% | +110.1% |
| All | +192.6% | +260.1% | -67.5% | +110.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling