-47.4%
FISV vs LDOS
+33.8%
-81.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.4% |
| 7D | +3.0% | -1.3% | +4.3% | +3.2% |
| 30D | +38.8% | +10.1% | +28.7% | +35.3% |
| 3M | +21.2% | -4.7% | +25.9% | +21.6% |
| 6M | +17.5% | +5.6% | +11.9% | +14.8% |
| YTD | -4.9% | -25.1% | +20.2% | -3.6% |
| 1Y | -0.6% | -31.7% | +31.1% | +1.9% |
| All | -47.4% | +33.8% | -81.3% | -50.2% |
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