+45.2%
LDOS vs IBB
+22.5%
+22.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -5.4% | +1.4% | -6.8% | -5.8% |
| 30D | +4.9% | +10.5% | -5.6% | +1.8% |
| 3M | +7.2% | +23.6% | -16.5% | +0.7% |
| 6M | -24.2% | +22.6% | -46.9% | -28.8% |
| YTD | -25.8% | +25.7% | -51.5% | -30.9% |
| 1Y | -24.7% | +51.4% | -76.1% | -33.8% |
| 3Y | +39.3% | +64.4% | -25.1% | +18.7% |
| All | +45.2% | +22.5% | +22.8% | +11.2% |
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