+78.9%
MET vs LDOS
+49.1%
+29.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.9% |
| 7D | -1.2% | -7.2% | +6.0% | +0.8% |
| 30D | +3.2% | +16.8% | -13.6% | -1.3% |
| 3M | -1.1% | -1.6% | +0.5% | -1.1% |
| 6M | +25.0% | -1.0% | +26.0% | +24.4% |
| YTD | +27.9% | -25.8% | +53.6% | +36.9% |
| 1Y | +32.9% | -31.1% | +64.0% | +45.8% |
| 3Y | +78.8% | +32.8% | +46.0% | +47.9% |
| All | +78.9% | +49.1% | +29.8% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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