+601.9%
BNY vs LDOS
+494.7%
+107.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +1.4% | -5.4% | +6.9% | +3.9% |
| 30D | +3.8% | +4.9% | -1.0% | +1.2% |
| 3M | +14.9% | +7.2% | +7.7% | +10.0% |
| 6M | +40.3% | -24.2% | +64.6% | +56.5% |
| YTD | +43.9% | -25.8% | +69.7% | +60.5% |
| 1Y | +59.0% | -24.7% | +83.7% | +75.4% |
| 3Y | +290.7% | +39.3% | +251.5% | +207.0% |
| 5Y | +250.4% | +43.3% | +207.1% | +163.0% |
| 10Y | +411.2% | +278.6% | +132.6% | +114.4% |
| All | +601.9% | +494.7% | +107.2% | +108.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling