+131.9%
BTI vs LDOS
+226.9%
-95.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +1.6% | -1.6% | +3.3% | +2.0% |
| 30D | +9.2% | +8.2% | +1.0% | +7.2% |
| 3M | +9.6% | -8.2% | +17.8% | +11.5% |
| 6M | -2.4% | +5.8% | -8.3% | -4.4% |
| YTD | +14.2% | -27.0% | +41.2% | +21.4% |
| 1Y | +20.3% | -31.0% | +51.3% | +29.7% |
| 3Y | +147.4% | +29.3% | +118.1% | +115.9% |
| 5Y | +155.4% | +48.7% | +106.7% | +109.1% |
| All | +131.9% | +226.9% | -95.0% | +48.4% |
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