+42.5%
BEN vs LDOS
+43.9%
-1.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.4% |
| 7D | +0.2% | -5.4% | +5.6% | +1.6% |
| 30D | -0.5% | +4.9% | -5.4% | -1.9% |
| 3M | +9.7% | +7.2% | +2.5% | +7.3% |
| 6M | +33.9% | -24.2% | +58.2% | +43.2% |
| YTD | +49.0% | -25.8% | +74.8% | +59.5% |
| 1Y | +42.1% | -24.7% | +66.8% | +51.1% |
| 3Y | +51.9% | +39.3% | +12.6% | +28.4% |
| All | +42.5% | +43.9% | -1.4% | +14.6% |
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 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