+69.6%
BEN vs LDOS
-31.9%
+101.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.5% |
| 7D | +6.8% | -1.6% | +8.4% | +7.0% |
| 30D | +18.0% | +8.2% | +9.7% | +16.7% |
| 3M | +7.5% | -8.2% | +15.6% | +8.4% |
| 6M | +14.7% | +5.8% | +8.9% | +13.4% |
| YTD | +56.1% | -27.0% | +83.1% | +63.7% |
| 1Y | +69.6% | -31.0% | +100.6% | +80.7% |
| All | +69.6% | -31.9% | +101.5% | +80.7% |
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