+47.6%
LDOS vs UUUU
-40.6%
+88.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.4% |
| 7D | -1.6% | -1.1% | -0.6% | -1.6% |
| 30D | +8.2% | -21.0% | +29.2% | +9.4% |
| 3M | -8.2% | -54.8% | +46.6% | -4.6% |
| 6M | +5.8% | -67.3% | +73.2% | +11.5% |
| YTD | -27.0% | -54.7% | +27.7% | -25.1% |
| 1Y | -31.0% | -57.4% | +26.4% | -29.1% |
| 3Y | +29.3% | -19.6% | +48.9% | +24.0% |
| All | +47.6% | -40.6% | +88.2% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling