+339.6%
PODD vs LDOS
+226.9%
+112.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.6% | +2.3% |
| 7D | +4.1% | -1.6% | +5.7% | +4.7% |
| 30D | +13.9% | +8.2% | +5.6% | +10.5% |
| 3M | +4.1% | -8.2% | +12.3% | +7.1% |
| 6M | +2.4% | +5.8% | -3.4% | -0.3% |
| YTD | -46.4% | -27.0% | -19.4% | -40.9% |
| 1Y | -54.2% | -31.0% | -23.2% | -48.3% |
| 3Y | -6.9% | +29.3% | -36.1% | -20.6% |
| 5Y | -51.6% | +48.7% | -100.3% | -61.6% |
| All | +339.6% | +226.9% | +112.6% | +123.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling