+630.6%
ADI vs LDOS
+262.7%
+367.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.3% | +6.2% | +7.8% |
| 7D | -4.4% | -5.8% | +1.4% | -2.6% |
| 30D | -2.8% | +11.6% | -14.4% | -6.6% |
| 3M | +1.5% | -1.0% | +2.5% | +1.1% |
| 6M | -4.7% | +5.1% | -9.8% | -7.6% |
| YTD | +46.8% | -24.0% | +70.9% | +58.0% |
| 1Y | +74.9% | -30.3% | +105.2% | +94.7% |
| 3Y | +147.4% | +37.0% | +110.5% | +101.0% |
| 5Y | +131.9% | +53.4% | +78.6% | +74.0% |
| 10Y | +630.6% | +252.0% | +378.6% | +290.1% |
| All | +630.6% | +262.7% | +367.9% | +290.1% |
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 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