+34.9%
PLD vs LDOS
+35.4%
-0.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +0.4% | -3.7% | +4.1% | +0.8% |
| 30D | -0.1% | +16.4% | -16.5% | -1.7% |
| 3M | -7.9% | +7.4% | -15.4% | -8.8% |
| 6M | -7.0% | -0.3% | -6.6% | -6.9% |
| YTD | +3.1% | -24.0% | +27.1% | +6.7% |
| 1Y | +7.1% | -29.6% | +36.7% | +12.6% |
| All | +34.9% | +35.4% | -0.4% | +6.8% |
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