+412.8%
BNY vs LDOS
+258.9%
+153.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.1% |
| 7D | +0.3% | -4.2% | +4.5% | +1.7% |
| 30D | +1.9% | -7.9% | +9.8% | +4.6% |
| 3M | +13.9% | +4.1% | +9.8% | +11.3% |
| 6M | +42.3% | -28.2% | +70.5% | +58.2% |
| YTD | +41.8% | -28.5% | +70.4% | +56.9% |
| 1Y | +57.9% | -27.7% | +85.6% | +73.4% |
| 3Y | +290.7% | +38.4% | +252.3% | +219.3% |
| 5Y | +252.3% | +38.0% | +214.3% | +181.1% |
| 10Y | +412.8% | +262.1% | +150.7% | +199.6% |
| All | +412.8% | +258.9% | +153.9% | +199.6% |
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