+66.9%
BEN vs LDOS
-31.1%
+98.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.3% |
| 7D | +7.2% | -1.3% | +8.5% | +7.3% |
| 30D | +14.1% | +10.1% | +4.0% | +12.7% |
| 3M | +9.9% | -4.7% | +14.6% | +10.4% |
| 6M | +17.4% | +5.6% | +11.8% | +16.2% |
| YTD | +57.3% | -25.1% | +82.4% | +64.5% |
| 1Y | +66.9% | -31.7% | +98.6% | +78.6% |
| All | +66.9% | -31.1% | +98.0% | +78.6% |
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 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