+226.2%
SU vs LDOS
+48.3%
+177.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | +1.7% | -1.6% | +3.3% | +2.0% |
| 30D | -7.9% | +8.2% | -16.1% | -9.4% |
| 3M | +7.5% | -8.2% | +15.7% | +9.0% |
| 6M | +7.2% | +5.8% | +1.4% | +5.2% |
| YTD | +60.9% | -27.0% | +87.9% | +70.2% |
| 1Y | +63.6% | -31.0% | +94.6% | +75.7% |
| 3Y | +128.9% | +29.3% | +99.6% | +84.2% |
| All | +226.2% | +48.3% | +177.9% | +140.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling