+70.8%
PAAS vs LDOS
+49.1%
+21.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +1.8% |
| 7D | +8.4% | -7.2% | +15.6% | +9.5% |
| 30D | -7.2% | +16.8% | -24.0% | -9.4% |
| 3M | -14.0% | -1.6% | -12.4% | -14.1% |
| 6M | -26.8% | -1.0% | -25.8% | -27.1% |
| YTD | -19.8% | -25.8% | +6.0% | -15.9% |
| 1Y | +22.8% | -31.1% | +53.9% | +30.5% |
| 3Y | +183.6% | +32.8% | +150.8% | +155.3% |
| All | +70.8% | +49.1% | +21.7% | +46.3% |
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