+8.0%
SMCI vs LDOS
+35.8%
-27.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.1% |
| 7D | -6.0% | -5.8% | -0.2% | -4.8% |
| 30D | -31.7% | +11.6% | -43.2% | -34.1% |
| 3M | -8.1% | -1.0% | -7.1% | -8.3% |
| 6M | -19.1% | +5.1% | -24.2% | -21.1% |
| YTD | -2.3% | -24.0% | +21.8% | +5.8% |
| 1Y | -28.1% | -30.3% | +2.2% | -19.4% |
| 3Y | +8.0% | +37.0% | -29.0% | +2.5% |
| All | +8.0% | +35.8% | -27.9% | +2.5% |
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