+52.3%
BEN vs LDOS
-31.2%
+83.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.3% | +7.0% | +4.9% |
| 7D | +6.6% | -7.2% | +13.8% | +7.3% |
| 30D | +3.8% | +16.8% | -13.0% | +1.8% |
| 3M | +0.2% | -1.6% | +1.8% | +0.2% |
| 6M | +10.4% | -1.0% | +11.4% | +10.3% |
| YTD | +46.2% | -25.8% | +71.9% | +52.8% |
| 1Y | +52.3% | -31.1% | +83.3% | +61.0% |
| All | +52.3% | -31.2% | +83.4% | +61.0% |
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