+47.6%
LDOS vs UUUU
-36.6%
+84.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.4% |
| 7D | -7.2% | -13.6% | +6.4% | -6.5% |
| 30D | +16.8% | -35.1% | +51.9% | +19.3% |
| 3M | -1.6% | -48.4% | +46.8% | +1.5% |
| 6M | -1.0% | -71.7% | +70.7% | +5.1% |
| YTD | -25.8% | -54.2% | +28.4% | -23.9% |
| 1Y | -31.1% | -56.0% | +24.9% | -29.3% |
| 3Y | +32.8% | -13.1% | +45.9% | +26.7% |
| All | +47.6% | -36.6% | +84.2% | +33.4% |
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