+190.3%
NVT vs LDOS
+39.7%
+150.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +5.1% | -5.4% | +10.5% | +6.1% |
| 30D | -3.7% | +4.9% | -8.6% | -4.7% |
| 3M | -10.1% | +7.2% | -17.3% | -11.1% |
| 6M | +37.5% | -24.2% | +61.7% | +48.4% |
| YTD | +53.7% | -25.8% | +79.5% | +65.6% |
| 1Y | +70.9% | -24.7% | +95.6% | +82.5% |
| All | +190.3% | +39.7% | +150.6% | +144.9% |
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