+501.5%
NOW vs LDOS
+256.7%
+244.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.1% | -6.0% | -6.0% |
| 7D | -6.7% | -3.7% | -3.0% | -5.5% |
| 30D | -25.8% | +16.4% | -42.2% | -30.5% |
| 3M | -12.7% | +7.4% | -20.1% | -15.6% |
| 6M | +11.2% | -0.3% | +11.6% | +10.2% |
| YTD | -33.2% | -24.0% | -9.2% | -26.7% |
| 1Y | -41.8% | -29.6% | -12.2% | -34.2% |
| 3Y | -15.7% | +35.1% | -50.8% | -29.6% |
| 5Y | -26.0% | +52.9% | -78.9% | -43.1% |
| All | +501.5% | +256.7% | +244.8% | +212.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling