+25.4%
SEI vs LDOS
-30.4%
+55.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.3% | +6.1% | +8.8% |
| 7D | -4.3% | -5.8% | +1.6% | -5.1% |
| 30D | -18.0% | +11.6% | -29.6% | -16.9% |
| 3M | +8.2% | -1.0% | +9.2% | +9.7% |
| 6M | -13.9% | +5.1% | -18.9% | -8.5% |
| YTD | +37.0% | -24.0% | +61.1% | +57.1% |
| All | +25.4% | -30.4% | +55.8% | +61.4% |
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