+113.6%
BTI vs LDOS
+248.5%
-134.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.9% |
| 7D | -1.0% | -7.2% | +6.2% | +0.7% |
| 30D | +13.0% | +16.8% | -3.9% | +9.0% |
| 3M | +5.3% | -1.6% | +6.9% | +5.5% |
| 6M | +5.3% | -1.0% | +6.3% | +4.9% |
| YTD | +12.4% | -25.8% | +38.2% | +18.9% |
| 1Y | +18.9% | -31.1% | +50.0% | +28.3% |
| 3Y | +144.0% | +32.8% | +111.2% | +112.0% |
| 5Y | +156.3% | +49.4% | +106.9% | +110.5% |
| All | +113.6% | +248.5% | -134.8% | +52.0% |
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