+180.5%
PL vs LDOS
-24.0%
+204.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.6% |
| 7D | -9.3% | -5.4% | -3.9% | -6.2% |
| 30D | -18.9% | +4.9% | -23.8% | -22.0% |
| 3M | -58.4% | +7.2% | -65.6% | -60.0% |
| 6M | -30.3% | -24.2% | -6.1% | -9.7% |
| YTD | -8.1% | -25.8% | +17.7% | +17.3% |
| 1Y | +180.5% | -24.7% | +205.2% | +294.0% |
| All | +180.5% | -24.0% | +204.5% | +294.0% |
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