+76.8%
NVT vs LDOS
-26.7%
+103.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.9% | +7.1% | +4.0% |
| 7D | +10.4% | -7.1% | +17.5% | +9.8% |
| 30D | -1.3% | -6.1% | +4.8% | -1.7% |
| 3M | -0.6% | +5.6% | -6.2% | +1.2% |
| 6M | +53.8% | -26.9% | +80.7% | +59.2% |
| YTD | +60.2% | -27.9% | +88.1% | +65.0% |
| 1Y | +76.8% | -26.8% | +103.6% | +78.4% |
| All | +76.8% | -26.7% | +103.5% | +78.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling