+229.7%
LDOS vs RVTY
+219.4%
+10.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +10.1% | +1.7% | +8.4% | +9.3% |
| 3M | -4.7% | +36.8% | -41.5% | -12.3% |
| 6M | +5.6% | +60.1% | -54.5% | -7.3% |
| YTD | -25.1% | +64.0% | -89.1% | -35.1% |
| 1Y | -31.7% | +68.2% | -99.9% | -41.2% |
| 3Y | +33.7% | +88.8% | -55.1% | +8.6% |
| 5Y | +54.4% | -10.5% | +64.9% | +51.1% |
| All | +229.7% | +219.4% | +10.3% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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