+17.5%
BND vs LDOS
+226.9%
-209.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -1.4% | -1.6% | +0.2% | -1.4% |
| 30D | +0.6% | +8.2% | -7.7% | +0.5% |
| 3M | -1.6% | -8.2% | +6.6% | -1.5% |
| 6M | -1.5% | +5.8% | -7.4% | -1.7% |
| YTD | -1.5% | -27.0% | +25.5% | -1.2% |
| 1Y | -1.1% | -31.0% | +29.9% | -0.7% |
| 3Y | +13.6% | +29.3% | -15.7% | +13.0% |
| 5Y | -1.8% | +48.7% | -50.5% | -2.6% |
| All | +17.5% | +226.9% | -209.5% | +17.2% |
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