+1,780.0%
ADI vs LDOS
+494.7%
+1,285.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +0.4% | -5.4% | +5.8% | +2.5% |
| 30D | -3.8% | +4.9% | -8.7% | -5.7% |
| 3M | -15.3% | +7.2% | -22.4% | -18.2% |
| 6M | +6.7% | -24.2% | +30.9% | +16.7% |
| YTD | +34.8% | -25.8% | +60.6% | +46.9% |
| 1Y | +49.0% | -24.7% | +73.7% | +61.0% |
| 3Y | +108.1% | +39.3% | +68.8% | +71.2% |
| 5Y | +142.4% | +43.3% | +99.1% | +92.5% |
| 10Y | +589.9% | +278.6% | +311.3% | +262.0% |
| All | +1,780.0% | +494.7% | +1,285.2% | +664.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling