+532.2%
BE vs LDOS
+48.3%
+483.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | +10.8% | -1.6% | +12.4% | +11.2% |
| 30D | -19.8% | +8.2% | -28.0% | -22.0% |
| 3M | -18.7% | -8.2% | -10.6% | -17.6% |
| 6M | -33.7% | +5.8% | -39.6% | -36.2% |
| YTD | +121.0% | -27.0% | +147.9% | +145.3% |
| 1Y | +85.4% | -31.0% | +116.4% | +112.2% |
| 3Y | +1,709.5% | +29.3% | +1,680.2% | +1,234.6% |
| All | +532.2% | +48.3% | +483.9% | +299.1% |
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