-6.5%
TRI vs LDOS
+32.3%
-38.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -3.9% |
| 7D | -4.8% | -7.2% | +2.4% | -2.2% |
| 30D | +13.4% | +16.8% | -3.5% | +8.6% |
| 3M | +13.1% | -1.6% | +14.7% | +14.0% |
| 6M | +24.4% | -1.0% | +25.4% | +23.8% |
| YTD | -11.4% | -25.8% | +14.3% | -7.3% |
| 1Y | -15.6% | -31.1% | +15.5% | -10.8% |
| 3Y | -6.5% | +32.8% | -39.3% | -7.8% |
| All | -6.5% | +32.3% | -38.7% | -7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling