+61.8%
BEN vs LDOS
+248.5%
-186.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.3% | +7.0% | +5.6% |
| 7D | +6.6% | -7.2% | +13.8% | +9.5% |
| 30D | +3.8% | +16.8% | -13.0% | -2.6% |
| 3M | +0.2% | -1.6% | +1.8% | +0.1% |
| 6M | +10.4% | -1.0% | +11.4% | +9.2% |
| YTD | +46.2% | -25.8% | +71.9% | +60.8% |
| 1Y | +52.3% | -31.1% | +83.3% | +72.7% |
| 3Y | +65.9% | +32.8% | +33.1% | +33.7% |
| 5Y | +20.6% | +49.4% | -28.8% | -11.0% |
| All | +61.8% | +248.5% | -186.7% | -30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling