+579.4%
ADI vs LDOS
+248.5%
+330.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.5% |
| 7D | -12.8% | -7.2% | -5.6% | -10.8% |
| 30D | -11.3% | +16.8% | -28.2% | -16.2% |
| 3M | -3.4% | -1.6% | -1.8% | -3.6% |
| 6M | -12.0% | -1.0% | -11.0% | -13.0% |
| YTD | +35.3% | -25.8% | +61.0% | +46.5% |
| 1Y | +58.1% | -31.1% | +89.2% | +76.3% |
| 3Y | +127.4% | +32.8% | +94.6% | +86.8% |
| 5Y | +114.6% | +49.4% | +65.2% | +62.5% |
| All | +579.4% | +248.5% | +330.9% | +269.2% |
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