+66.6%
SMTC vs LDOS
-32.8%
+99.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.5% | -5.0% |
| 7D | +30.5% | -3.5% | +33.9% | +29.7% |
| 30D | -30.9% | +9.5% | -40.4% | -30.4% |
| 3M | -14.7% | -6.3% | -8.4% | -14.1% |
| 6M | -9.6% | +2.8% | -12.4% | -6.6% |
| YTD | +62.1% | -26.6% | +88.7% | +71.7% |
| 1Y | +66.6% | -31.3% | +97.9% | +88.0% |
| All | +66.6% | -32.8% | +99.4% | +88.0% |
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