+38.1%
Q vs LDOS
-31.9%
+70.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.6% |
| 7D | +1.2% | -1.6% | +2.8% | +0.9% |
| 30D | -2.7% | +8.2% | -10.9% | -1.9% |
| 3M | -16.9% | -8.2% | -8.8% | -17.1% |
| 6M | -26.9% | +5.8% | -32.7% | -24.7% |
| YTD | +45.2% | -27.0% | +72.2% | +49.4% |
| 1Y | +38.1% | -31.0% | +69.1% | +52.8% |
| All | +38.1% | -31.9% | +70.0% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling