-10.9%
LDOS vs PLTU
+134.3%
-145.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.3% | -6.7% | -2.7% |
| 7D | -1.3% | -0.9% | -0.4% | -1.5% |
| 30D | +10.1% | -34.7% | +44.8% | +12.7% |
| 3M | -4.7% | -10.8% | +6.1% | -4.7% |
| 6M | +5.6% | +24.1% | -18.5% | +1.4% |
| YTD | -25.1% | -36.8% | +11.7% | -26.5% |
| 1Y | -31.7% | -47.0% | +15.3% | -32.7% |
| All | -10.9% | +134.3% | -145.2% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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