+141.2%
ADI vs LDOS
+43.9%
+97.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | +0.4% | -5.4% | +5.8% | +1.4% |
| 30D | -3.8% | +4.9% | -8.7% | -4.8% |
| 3M | -15.3% | +7.2% | -22.4% | -16.4% |
| 6M | +6.7% | -24.2% | +30.9% | +13.1% |
| YTD | +34.8% | -25.8% | +60.6% | +42.5% |
| 1Y | +49.0% | -24.7% | +73.7% | +56.6% |
| 3Y | +108.1% | +39.3% | +68.8% | +83.5% |
| All | +141.2% | +43.9% | +97.3% | +109.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling