+7.6%
SLV vs LDOS
-31.2%
+38.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.2% |
| 7D | +5.1% | -7.2% | +12.3% | +4.9% |
| 30D | -12.9% | +16.8% | -29.8% | -12.7% |
| 3M | -16.1% | -1.6% | -14.5% | -16.1% |
| 6M | -33.2% | -1.0% | -32.2% | -33.4% |
| YTD | -27.2% | -25.8% | -1.5% | -28.7% |
| 1Y | +7.6% | -31.1% | +38.7% | +3.2% |
| All | +7.6% | -31.2% | +38.8% | +3.2% |
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