+122.6%
SLV vs LDOS
+35.4%
+87.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.7% | -3.7% | +3.0% | -0.7% |
| 30D | -15.4% | +16.4% | -31.8% | -15.6% |
| 3M | -16.3% | +7.4% | -23.7% | -16.5% |
| 6M | -28.8% | -0.3% | -28.5% | -29.0% |
| YTD | -27.1% | -24.0% | -3.1% | -27.0% |
| 1Y | +7.5% | -29.6% | +37.1% | +8.0% |
| All | +122.6% | +35.4% | +87.2% | +131.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling