+475.8%
NVDA vs LDOS
+54.3%
+421.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.1% | -6.6% | -5.6% |
| 7D | -18.3% | +1.9% | -20.2% | -18.5% |
| 30D | -26.3% | +12.8% | -39.1% | -27.9% |
| 3M | -22.3% | -1.0% | -21.3% | -22.3% |
| 6M | -21.3% | +6.2% | -27.5% | -22.6% |
| YTD | -9.2% | -23.2% | +14.0% | -5.0% |
| 1Y | -14.9% | -29.5% | +14.5% | -9.2% |
| 3Y | +250.5% | +37.1% | +213.4% | +204.0% |
| 5Y | +475.8% | +55.6% | +420.2% | +392.1% |
| All | +475.8% | +54.3% | +421.6% | +392.1% |
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