-11.4%
LDOS vs PLTD
-77.8%
+66.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +1.1% |
| 7D | -5.4% | +5.9% | -11.3% | -4.6% |
| 30D | +4.9% | -11.6% | +16.5% | +3.5% |
| 3M | +7.2% | -29.9% | +37.1% | +3.6% |
| 6M | -24.2% | -28.5% | +4.3% | -26.3% |
| YTD | -25.8% | -20.4% | -5.4% | -27.1% |
| 1Y | -24.7% | -33.3% | +8.6% | -26.9% |
| All | -11.4% | -77.8% | +66.4% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling