+125.8%
ADI vs LDOS
+35.4%
+90.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +0.1% | -11.2% | -11.1% |
| 7D | -16.7% | -3.7% | -13.0% | -16.4% |
| 30D | -14.2% | +16.4% | -30.5% | -15.7% |
| 3M | -4.1% | +7.4% | -11.5% | -5.2% |
| 6M | -10.3% | -0.3% | -10.0% | -9.7% |
| YTD | +34.3% | -24.0% | +58.3% | +40.9% |
| 1Y | +54.9% | -29.6% | +84.5% | +65.8% |
| All | +125.8% | +35.4% | +90.4% | +111.1% |
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 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