+129.9%
PSA vs LDOS
+226.9%
-97.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | -1.6% | +0.2% | -1.1% |
| 30D | +15.2% | +8.2% | +6.9% | +12.9% |
| 3M | +2.2% | -8.2% | +10.4% | +4.0% |
| 6M | +11.7% | +5.8% | +5.8% | +9.4% |
| YTD | +32.0% | -27.0% | +59.0% | +40.5% |
| 1Y | +26.3% | -31.0% | +57.3% | +36.3% |
| 3Y | +52.4% | +29.3% | +23.1% | +35.1% |
| 5Y | +26.3% | +48.7% | -22.4% | +6.4% |
| All | +129.9% | +226.9% | -97.0% | +79.7% |
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