+17.9%
BND vs LDOS
+241.3%
-223.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | 0.0% |
| 7D | -0.6% | -1.3% | +0.8% | -0.5% |
| 30D | +1.6% | +10.1% | -8.5% | +1.4% |
| 3M | -0.5% | -4.7% | +4.2% | -0.4% |
| 6M | -1.1% | +5.6% | -6.6% | -1.2% |
| YTD | -0.7% | -25.1% | +24.4% | -0.4% |
| 1Y | -0.7% | -31.7% | +31.0% | -0.3% |
| 3Y | +14.4% | +33.7% | -19.3% | +13.8% |
| 5Y | -1.1% | +54.4% | -55.4% | -1.9% |
| 10Y | +17.9% | +236.4% | -218.5% | +18.0% |
| All | +17.9% | +241.3% | -223.4% | +18.0% |
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 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