+32.1%
SOLS vs LDOS
-28.0%
+60.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +4.0% |
| 7D | +0.3% | -5.4% | +5.7% | -0.9% |
| 30D | +2.1% | +4.9% | -2.8% | +3.5% |
| 3M | -24.1% | +7.2% | -31.3% | -22.5% |
| 6M | -15.0% | -24.2% | +9.3% | -23.8% |
| YTD | +31.6% | -25.8% | +57.4% | +11.6% |
| All | +32.1% | -28.0% | +60.1% | +12.2% |
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