+165.7%
SLV vs LDOS
+43.9%
+121.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -0.3% | -5.4% | +5.1% | 0.0% |
| 30D | +6.7% | +4.9% | +1.8% | +6.2% |
| 3M | -10.7% | +7.2% | -17.9% | -11.4% |
| 6M | -20.6% | -24.2% | +3.6% | -18.9% |
| YTD | -7.1% | -25.8% | +18.7% | -5.5% |
| 1Y | +62.0% | -24.7% | +86.7% | +64.2% |
| 3Y | +169.8% | +39.3% | +130.5% | +150.4% |
| All | +165.7% | +43.9% | +121.9% | +143.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling