+294.4%
TD vs LDOS
+226.9%
+67.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +1.1% | -1.6% | +2.7% | +1.5% |
| 30D | +5.2% | +8.2% | -3.0% | +2.8% |
| 3M | +1.2% | -8.2% | +9.4% | +3.2% |
| 6M | +17.7% | +5.8% | +11.9% | +14.6% |
| YTD | +34.2% | -27.0% | +61.2% | +44.6% |
| 1Y | +55.4% | -31.0% | +86.4% | +70.3% |
| 3Y | +130.4% | +29.3% | +101.1% | +96.4% |
| 5Y | +101.8% | +48.7% | +53.1% | +59.7% |
| All | +294.4% | +226.9% | +67.5% | +164.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling