+139.2%
ADI vs LDOS
+37.8%
+101.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -6.3% | +1.9% | -8.2% | -6.5% |
| 30D | -3.2% | +12.8% | -16.0% | -4.5% |
| 3M | +2.8% | -1.0% | +3.8% | +2.9% |
| 6M | -5.0% | +6.2% | -11.2% | -5.4% |
| YTD | +46.3% | -23.2% | +69.5% | +53.3% |
| 1Y | +71.6% | -29.5% | +101.1% | +84.0% |
| 3Y | +139.2% | +37.1% | +102.1% | +133.4% |
| All | +139.2% | +37.8% | +101.4% | +133.4% |
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