+526.2%
BE vs LDOS
+51.8%
+474.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -6.5% |
| 7D | -12.1% | -2.8% | -9.3% | -11.8% |
| 30D | -30.1% | +13.6% | -43.7% | -32.8% |
| 3M | -12.1% | +4.2% | -16.4% | -14.2% |
| 6M | -30.6% | -8.2% | -22.4% | -28.7% |
| YTD | +130.6% | -24.1% | +154.7% | +154.0% |
| 1Y | +55.3% | -31.2% | +86.5% | +79.6% |
| 3Y | +1,755.6% | +35.0% | +1,720.6% | +1,251.6% |
| All | +526.2% | +51.8% | +474.4% | +297.6% |
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