+250.5%
LDOS vs INDA
+99.5%
+151.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.0% |
| 7D | -7.2% | +6.6% | -13.8% | -9.6% |
| 30D | +16.8% | +10.4% | +6.5% | +12.3% |
| 3M | -1.6% | +1.5% | -3.1% | -2.3% |
| 6M | -1.0% | +1.7% | -2.7% | -1.9% |
| YTD | -25.8% | -5.8% | -19.9% | -24.4% |
| 1Y | -31.1% | -5.1% | -26.0% | -30.0% |
| 3Y | +32.8% | +16.0% | +16.8% | +22.4% |
| 5Y | +49.4% | +9.3% | +40.1% | +40.0% |
| All | +250.5% | +99.5% | +151.0% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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