+653.2%
ADI vs LDOS
+241.3%
+411.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.5% | +4.8% |
| 7D | +0.7% | -1.3% | +2.0% | +1.1% |
| 30D | +0.7% | +10.1% | -9.4% | -2.8% |
| 3M | +6.5% | -4.7% | +11.2% | +7.4% |
| 6M | -2.7% | +5.6% | -8.2% | -5.9% |
| YTD | +52.2% | -25.1% | +77.3% | +64.4% |
| 1Y | +77.5% | -31.7% | +109.1% | +98.8% |
| 3Y | +148.8% | +33.7% | +115.1% | +103.7% |
| 5Y | +142.9% | +54.4% | +88.5% | +81.1% |
| 10Y | +653.2% | +236.4% | +416.8% | +303.9% |
| All | +653.2% | +241.3% | +411.9% | +303.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling