-7.9%
TEAM vs LDOS
+39.7%
-47.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.8% |
| 7D | -0.4% | -5.4% | +5.0% | +1.5% |
| 30D | +67.3% | +4.9% | +62.4% | +65.1% |
| 3M | +86.8% | +7.2% | +79.6% | +82.0% |
| 6M | +146.8% | -24.2% | +171.1% | +165.6% |
| YTD | +16.9% | -25.8% | +42.7% | +26.3% |
| 1Y | +12.8% | -24.7% | +37.5% | +21.1% |
| All | -7.9% | +39.7% | -47.6% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling