+32.8%
LDOS vs UUUU
-18.4%
+51.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | -7.2% | -13.6% | +6.4% | -6.8% |
| 30D | +16.8% | -35.1% | +51.9% | +18.2% |
| 3M | -1.6% | -48.4% | +46.8% | +0.2% |
| 6M | -1.0% | -71.7% | +70.7% | +2.3% |
| YTD | -25.8% | -54.2% | +28.4% | -24.4% |
| 1Y | -31.1% | -56.0% | +24.9% | -29.8% |
| 3Y | +32.8% | -13.1% | +45.9% | +30.9% |
| All | +32.8% | -18.4% | +51.2% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling