+144.1%
BTI vs LDOS
+33.8%
+110.2%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.5% |
| 7D | -3.0% | -1.3% | -1.7% | -3.0% |
| 30D | +9.8% | +10.1% | -0.3% | +9.2% |
| 3M | +9.2% | -4.7% | +13.8% | +9.3% |
| 6M | +4.0% | +5.6% | -1.5% | +3.5% |
| YTD | +12.7% | -25.1% | +37.8% | +13.8% |
| 1Y | +15.9% | -31.7% | +47.6% | +17.8% |
| All | +144.1% | +33.8% | +110.2% | +118.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling