+360.5%
BE vs LDOS
-24.0%
+384.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.4% |
| 7D | +20.0% | -5.4% | +25.4% | +19.7% |
| 30D | +7.9% | +4.9% | +3.0% | +7.7% |
| 3M | -13.2% | +7.2% | -20.4% | -10.3% |
| 6M | +53.5% | -24.2% | +77.7% | +79.3% |
| YTD | +191.0% | -25.8% | +216.8% | +227.9% |
| 1Y | +360.5% | -24.7% | +385.2% | +352.0% |
| All | +360.5% | -24.0% | +384.6% | +352.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling