+2,672.5%
NVDL vs LDOS
+23.9%
+2,648.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -3.5% |
| 7D | +7.3% | -7.1% | +14.4% | +8.5% |
| 30D | -0.7% | -6.1% | +5.4% | +0.2% |
| 3M | +9.5% | +5.6% | +3.9% | +8.1% |
| 6M | +41.6% | -26.9% | +68.5% | +50.1% |
| YTD | +23.3% | -27.9% | +51.3% | +30.6% |
| 1Y | +40.3% | -26.8% | +67.1% | +47.7% |
| 3Y | +692.2% | +39.6% | +652.6% | +701.1% |
| All | +2,672.5% | +23.9% | +2,648.7% | +2,478.8% |
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