+260.0%
LDOS vs UUUU
+519.5%
-259.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -2.9% |
| 7D | -7.1% | +2.8% | -10.0% | -7.3% |
| 30D | -6.1% | +3.4% | -9.4% | -6.4% |
| 3M | +5.6% | -3.9% | +9.5% | +5.5% |
| 6M | -26.9% | -23.2% | -3.7% | -26.3% |
| YTD | -27.9% | +0.6% | -28.5% | -29.2% |
| 1Y | -26.8% | +22.9% | -49.7% | -30.0% |
| 3Y | +39.6% | +98.6% | -59.1% | +25.0% |
| 5Y | +39.4% | +130.2% | -90.9% | +18.1% |
| 10Y | +260.0% | +519.5% | -259.5% | +138.9% |
| All | +260.0% | +519.5% | -259.5% | +138.9% |
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