+460.1%
TEAM vs LDOS
+248.5%
+211.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.3% | -13.9% | -15.4% |
| 7D | -19.8% | -7.2% | -12.6% | -17.8% |
| 30D | -21.5% | +16.8% | -38.4% | -25.8% |
| 3M | +39.5% | -1.6% | +41.1% | +40.4% |
| 6M | +73.1% | -1.0% | +74.0% | +72.9% |
| YTD | -5.2% | -25.8% | +20.6% | +3.5% |
| 1Y | -1.6% | -31.1% | +29.5% | +9.9% |
| 3Y | -11.4% | +32.8% | -44.2% | -21.7% |
| 5Y | -65.1% | +49.4% | -114.5% | -70.8% |
| All | +460.1% | +248.5% | +211.6% | +241.0% |
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