+1,776.0%
SMCI vs LDOS
+260.1%
+1,515.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.9% |
| 7D | +9.7% | -7.1% | +16.8% | +13.1% |
| 30D | +29.3% | -6.1% | +35.4% | +32.4% |
| 3M | -8.5% | +5.6% | -14.1% | -11.1% |
| 6M | +28.6% | -26.9% | +55.5% | +45.6% |
| YTD | +37.5% | -27.9% | +65.5% | +55.5% |
| 1Y | +0.5% | -26.8% | +27.3% | +12.9% |
| 3Y | +43.4% | +39.6% | +3.9% | +16.6% |
| 5Y | +1,008.2% | +39.4% | +968.8% | +782.1% |
| 10Y | +1,776.0% | +260.0% | +1,516.1% | +901.9% |
| All | +1,776.0% | +260.1% | +1,515.9% | +901.9% |
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