-51.9%
PODD vs LDOS
+54.3%
-106.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -4.4% | +1.9% | -6.3% | -4.9% |
| 30D | +9.4% | +12.8% | -3.3% | +5.3% |
| 3M | +3.6% | -1.0% | +4.7% | +3.8% |
| 6M | -4.0% | +6.2% | -10.2% | -6.0% |
| YTD | -47.9% | -23.2% | -24.7% | -44.4% |
| 1Y | -53.8% | -29.5% | -24.3% | -49.3% |
| 3Y | -4.5% | +37.1% | -41.6% | -20.5% |
| 5Y | -51.9% | +55.6% | -107.5% | -61.9% |
| All | -51.9% | +54.3% | -106.2% | -61.9% |
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