+733.1%
LDOS vs INDA
+115.1%
+618.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.4% | +0.7% | -6.1% | -5.7% |
| 30D | +4.9% | -0.8% | +5.7% | +5.1% |
| 3M | +7.2% | +3.9% | +3.2% | +5.5% |
| 6M | -24.2% | -0.7% | -23.5% | -24.3% |
| YTD | -25.8% | -7.7% | -18.1% | -23.9% |
| 1Y | -24.7% | -5.1% | -19.6% | -23.7% |
| 3Y | +39.3% | +13.6% | +25.6% | +30.3% |
| 5Y | +43.3% | +7.8% | +35.5% | +35.6% |
| 10Y | +278.6% | +84.6% | +193.9% | +173.8% |
| All | +733.1% | +115.1% | +618.0% | +471.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling