+278.1%
RMD vs LDOS
+278.0%
+0.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -5.0% | -5.4% | +0.4% | -3.1% |
| 30D | +2.2% | +4.9% | -2.7% | +0.2% |
| 3M | +17.8% | +7.2% | +10.7% | +14.2% |
| 6M | -11.3% | -24.2% | +12.9% | -2.6% |
| YTD | -4.4% | -25.8% | +21.4% | +4.8% |
| 1Y | -15.7% | -24.7% | +9.0% | -8.3% |
| 3Y | +47.7% | +39.3% | +8.5% | +21.2% |
| 5Y | -19.2% | +43.3% | -62.5% | -35.8% |
| All | +278.1% | +278.0% | +0.1% | +112.3% |
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