+45.8%
NU vs LDOS
+33.8%
+12.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.5% |
| 7D | +2.8% | -1.3% | +4.1% | +3.0% |
| 30D | -23.0% | +10.1% | -33.2% | -25.0% |
| 3M | -9.7% | -4.7% | -5.1% | -9.2% |
| 6M | -8.7% | +5.6% | -14.3% | -10.8% |
| YTD | -26.4% | -25.1% | -1.3% | -21.3% |
| 1Y | -24.8% | -31.7% | +6.8% | -16.9% |
| All | +45.8% | +33.8% | +12.0% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling