+878.2%
PODD vs LDOS
+509.7%
+368.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.4% |
| 7D | +2.4% | -3.7% | +6.1% | +3.9% |
| 30D | +15.9% | +16.4% | -0.5% | +8.1% |
| 3M | +17.2% | +7.4% | +9.7% | +13.1% |
| 6M | -6.8% | -0.3% | -6.5% | -7.5% |
| YTD | -45.1% | -24.0% | -21.1% | -39.3% |
| 1Y | -50.3% | -29.6% | -20.8% | -43.2% |
| 3Y | -4.0% | +35.1% | -39.1% | -21.9% |
| 5Y | -49.3% | +52.9% | -102.2% | -61.9% |
| 10Y | +343.1% | +262.2% | +80.9% | +95.5% |
| All | +878.2% | +509.7% | +368.5% | +200.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling