+40.0%
PATH vs LDOS
-24.0%
+64.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.5% | -17.2% | -16.9% |
| 7D | -16.3% | -5.4% | -10.9% | -13.6% |
| 30D | +9.9% | +4.9% | +5.0% | +6.6% |
| 3M | +30.2% | +7.2% | +23.0% | +24.6% |
| 6M | +37.2% | -24.2% | +61.5% | +65.6% |
| YTD | -7.3% | -25.8% | +18.5% | +13.8% |
| 1Y | +40.0% | -24.7% | +64.7% | +64.1% |
| All | +40.0% | -24.0% | +64.0% | +64.1% |
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 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