+490.1%
LDOS vs UUUU
-96.3%
+586.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | -7.2% | -13.6% | +6.4% | -6.6% |
| 30D | +16.8% | -35.1% | +51.9% | +18.9% |
| 3M | -1.6% | -48.4% | +46.8% | +1.0% |
| 6M | -1.0% | -71.7% | +70.7% | +3.9% |
| YTD | -25.8% | -54.2% | +28.4% | -24.2% |
| 1Y | -31.1% | -56.0% | +24.9% | -29.6% |
| 3Y | +32.8% | -13.1% | +45.9% | +28.9% |
| 5Y | +49.4% | -35.2% | +84.6% | +44.2% |
| 10Y | +253.9% | +404.5% | -150.7% | +200.2% |
| All | +490.1% | -96.3% | +586.4% | +414.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling