+45.2%
LDOS vs BLDR
+20.2%
+25.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.2% |
| 7D | -5.4% | -2.8% | -2.6% | -5.1% |
| 30D | +4.9% | -13.3% | +18.2% | +6.5% |
| 3M | +7.2% | -12.3% | +19.4% | +8.3% |
| 6M | -24.2% | -31.5% | +7.2% | -21.5% |
| YTD | -25.8% | -36.1% | +10.3% | -22.6% |
| 1Y | -24.7% | -54.1% | +29.4% | -18.7% |
| 3Y | +39.3% | -55.8% | +95.0% | +47.0% |
| All | +45.2% | +20.2% | +25.1% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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