+260.6%
SPOT vs LDOS
+32.3%
+228.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.5% |
| 7D | +1.6% | -7.2% | +8.8% | +2.8% |
| 30D | +17.6% | +16.8% | +0.7% | +14.8% |
| 3M | +26.9% | -1.6% | +28.5% | +27.0% |
| 6M | +41.8% | -1.0% | +42.8% | +41.4% |
| YTD | +3.8% | -25.8% | +29.6% | +7.1% |
| 1Y | -2.5% | -31.1% | +28.6% | +1.5% |
| 3Y | +260.6% | +32.8% | +227.8% | +168.7% |
| All | +260.6% | +32.3% | +228.3% | +168.7% |
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