+194.2%
GDX vs LDOS
+51.2%
+143.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.1% | +4.2% |
| 7D | +15.6% | -5.8% | +21.4% | +16.2% |
| 30D | +2.4% | +11.6% | -9.1% | +1.2% |
| 3M | +1.7% | -1.0% | +2.7% | +1.7% |
| 6M | -3.3% | +5.1% | -8.4% | -4.3% |
| YTD | +6.6% | -24.0% | +30.7% | +9.7% |
| 1Y | +27.0% | -30.3% | +57.3% | +32.1% |
| 3Y | +243.4% | +37.0% | +206.4% | +217.6% |
| 5Y | +194.2% | +53.4% | +140.8% | +158.1% |
| All | +194.2% | +51.2% | +143.0% | +158.1% |
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