+512.4%
LDOS vs BLDR
+336.3%
+176.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +0.7% |
| 7D | -3.7% | +3.9% | -7.6% | -4.1% |
| 30D | +16.4% | +16.5% | -0.1% | +14.4% |
| 3M | +7.4% | -13.7% | +21.1% | +8.7% |
| 6M | -0.3% | -12.2% | +11.8% | +0.3% |
| YTD | -24.0% | -36.3% | +12.3% | -21.3% |
| 1Y | -29.6% | -41.3% | +11.7% | -26.5% |
| 3Y | +35.1% | -48.3% | +83.5% | +40.3% |
| 5Y | +52.9% | -2.6% | +55.5% | +46.0% |
| 10Y | +262.2% | +616.6% | -354.4% | +178.0% |
| All | +512.4% | +336.3% | +176.1% | +367.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling