-13.1%
LDOS vs PLTU
+121.9%
-135.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | -0.2% |
| 7D | -1.6% | +9.0% | -10.7% | -2.2% |
| 30D | +8.2% | -33.0% | +41.2% | +10.6% |
| 3M | -8.2% | -19.0% | +10.8% | -7.7% |
| 6M | +5.8% | +30.4% | -24.6% | +1.4% |
| YTD | -27.0% | -40.2% | +13.2% | -28.1% |
| 1Y | -31.0% | -37.8% | +6.8% | -32.3% |
| All | -13.1% | +121.9% | -135.0% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling