+55.5%
TD vs LDOS
-31.2%
+86.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.5% |
| 7D | -1.7% | -7.2% | +5.5% | -1.5% |
| 30D | +8.2% | +16.8% | -8.6% | +7.8% |
| 3M | +1.7% | -1.6% | +3.3% | +1.5% |
| 6M | +14.2% | -1.0% | +15.2% | +15.3% |
| YTD | +32.8% | -25.8% | +58.5% | +36.8% |
| 1Y | +55.5% | -31.1% | +86.6% | +59.8% |
| All | +55.5% | -31.2% | +86.7% | +59.8% |
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