+94.5%
BEN vs LDOS
+494.7%
-400.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.3% |
| 7D | +0.2% | -5.4% | +5.6% | +2.9% |
| 30D | -0.5% | +4.9% | -5.4% | -3.3% |
| 3M | +9.7% | +7.2% | +2.5% | +4.8% |
| 6M | +33.9% | -24.2% | +58.2% | +50.5% |
| YTD | +49.0% | -25.8% | +74.8% | +67.4% |
| 1Y | +42.1% | -24.7% | +66.8% | +57.8% |
| 3Y | +51.9% | +39.3% | +12.6% | +17.5% |
| 5Y | +39.0% | +43.3% | -4.3% | +2.7% |
| 10Y | +57.9% | +278.6% | -220.7% | -35.3% |
| All | +94.5% | +494.7% | -400.3% | -44.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling