+275.4%
LDOS vs BUD
-23.0%
+298.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | +4.9% | -5.7% | +10.6% | +6.3% |
| 3M | +7.2% | +3.1% | +4.1% | +6.2% |
| 6M | -24.2% | +7.9% | -32.1% | -26.1% |
| YTD | -25.8% | +27.3% | -53.1% | -30.8% |
| 1Y | -24.7% | +37.8% | -62.5% | -31.4% |
| 3Y | +39.3% | +49.8% | -10.6% | +22.1% |
| 5Y | +43.3% | +43.8% | -0.5% | +24.5% |
| All | +275.4% | -23.0% | +298.4% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling