+454.5%
TEAM vs LDOS
+241.3%
+213.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +3.4% |
| 7D | -19.7% | -1.3% | -18.4% | -19.3% |
| 30D | -26.6% | +10.1% | -36.7% | -29.2% |
| 3M | -1.1% | -4.7% | +3.6% | +0.4% |
| 6M | +74.6% | +5.6% | +69.0% | +70.7% |
| YTD | -6.0% | -25.1% | +19.1% | +2.3% |
| 1Y | -3.2% | -31.7% | +28.4% | +8.3% |
| 3Y | -13.5% | +33.7% | -47.2% | -23.9% |
| 5Y | -65.5% | +54.4% | -119.8% | -71.5% |
| 10Y | +454.5% | +236.4% | +218.1% | +218.3% |
| All | +454.5% | +241.3% | +213.3% | +218.3% |
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