+140.2%
BTI vs LDOS
+32.3%
+108.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.3% |
| 7D | -1.0% | -7.2% | +6.2% | -0.5% |
| 30D | +13.0% | +16.8% | -3.9% | +12.0% |
| 3M | +3.7% | -1.6% | +5.3% | +3.6% |
| 6M | +3.7% | -1.0% | +4.6% | +3.5% |
| YTD | +10.6% | -25.8% | +36.4% | +11.8% |
| 1Y | +17.1% | -31.1% | +48.2% | +18.9% |
| 3Y | +140.2% | +32.8% | +107.4% | +115.8% |
| All | +140.2% | +32.3% | +108.0% | +115.8% |
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