+47.6%
LDOS vs BLDR
-11.9%
+59.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.6% |
| 7D | -1.6% | -3.0% | +1.4% | -1.3% |
| 30D | +8.2% | +20.1% | -11.9% | +5.8% |
| 3M | -8.2% | -17.5% | +9.3% | -6.4% |
| 6M | +5.8% | -16.1% | +21.9% | +7.1% |
| YTD | -27.0% | -41.0% | +14.1% | -23.3% |
| 1Y | -31.0% | -41.6% | +10.6% | -27.5% |
| 3Y | +29.3% | -50.8% | +80.1% | +34.8% |
| All | +47.6% | -11.9% | +59.5% | +34.0% |
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