+252.0%
LDOS vs UUUU
+458.0%
-206.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.8% | -7.4% | +1.7% |
| 7D | -5.8% | -1.1% | -4.7% | -5.8% |
| 30D | +11.6% | -26.6% | +38.2% | +13.7% |
| 3M | -1.0% | -48.3% | +47.3% | +3.2% |
| 6M | +5.1% | -65.8% | +70.9% | +12.1% |
| YTD | -24.0% | -49.7% | +25.7% | -22.1% |
| 1Y | -30.3% | -53.3% | +23.0% | -28.3% |
| 3Y | +37.0% | -7.4% | +44.3% | +28.8% |
| 5Y | +53.4% | -33.4% | +86.7% | +42.7% |
| 10Y | +252.0% | +441.5% | -189.5% | +145.7% |
| All | +252.0% | +458.0% | -206.1% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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