+115.2%
BTI vs LDOS
+43.9%
+71.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -1.4% | -5.4% | +4.0% | -0.8% |
| 30D | -6.6% | +4.9% | -11.5% | -7.2% |
| 3M | -3.0% | +7.2% | -10.2% | -3.9% |
| 6M | -6.7% | -24.2% | +17.6% | -3.8% |
| YTD | +0.6% | -25.8% | +26.4% | +3.6% |
| 1Y | +5.6% | -24.7% | +30.3% | +8.4% |
| 3Y | +110.3% | +39.3% | +71.0% | +87.8% |
| All | +115.2% | +43.9% | +71.3% | +89.3% |
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