+252.1%
BNY vs LDOS
+41.1%
+211.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.6% |
| 7D | +1.5% | -7.1% | +8.6% | +2.9% |
| 30D | +3.3% | -6.1% | +9.4% | +4.5% |
| 3M | +15.3% | +5.6% | +9.7% | +13.5% |
| 6M | +42.5% | -26.9% | +69.4% | +52.1% |
| YTD | +42.0% | -27.9% | +70.0% | +51.6% |
| 1Y | +59.3% | -26.8% | +86.1% | +69.1% |
| 3Y | +291.2% | +39.6% | +251.6% | +239.7% |
| 5Y | +252.1% | +39.4% | +212.7% | +206.1% |
| All | +252.1% | +41.1% | +211.0% | +206.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling