+33.2%
BE vs LDOS
-29.6%
+62.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -4.1% |
| 7D | -13.4% | +1.9% | -15.2% | -13.1% |
| 30D | -33.9% | +12.8% | -46.7% | -32.7% |
| 3M | -12.0% | -1.0% | -11.0% | -11.1% |
| 6M | -29.0% | +6.2% | -35.2% | -24.1% |
| YTD | +113.4% | -23.2% | +136.6% | +132.0% |
| 1Y | +33.2% | -29.5% | +62.7% | +74.8% |
| All | +33.2% | -29.6% | +62.8% | +74.8% |
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