+47.6%
LDOS vs IBB
+37.5%
+10.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.8% |
| 7D | -7.2% | -1.8% | -5.4% | -6.8% |
| 30D | +16.8% | +5.1% | +11.8% | +14.9% |
| 3M | -1.6% | +10.7% | -12.3% | -4.9% |
| 6M | -1.0% | +22.9% | -23.9% | -7.3% |
| YTD | -25.8% | +26.7% | -52.5% | -31.4% |
| 1Y | -31.1% | +35.1% | -66.2% | -37.6% |
| 3Y | +32.8% | +80.2% | -47.4% | +8.9% |
| All | +47.6% | +37.5% | +10.1% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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