+25.2%
BIL vs LDOS
+248.5%
-223.2%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | 0.0% |
| 7D | -0.3% | -7.2% | +6.9% | -0.3% |
| 30D | 0.0% | +16.8% | -16.8% | 0.0% |
| 3M | +0.3% | -1.6% | +1.9% | +0.3% |
| 6M | +1.2% | -1.0% | +2.2% | +1.2% |
| YTD | +2.5% | -25.8% | +28.2% | +2.5% |
| 1Y | +3.0% | -31.1% | +34.1% | +3.0% |
| 3Y | +13.2% | +32.8% | -19.6% | +13.2% |
| 5Y | +19.4% | +49.4% | -29.9% | +19.4% |
| All | +25.2% | +248.5% | -223.2% | +25.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling