-11.4%
TEAM vs LDOS
+32.3%
-43.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.3% | -13.9% | -15.3% |
| 7D | -19.8% | -7.2% | -12.6% | -17.7% |
| 30D | -21.5% | +16.8% | -38.4% | -26.1% |
| 3M | +39.5% | -1.6% | +41.1% | +40.2% |
| 6M | +73.1% | -1.0% | +74.0% | +71.8% |
| YTD | -5.2% | -25.8% | +20.6% | +1.9% |
| 1Y | -1.6% | -31.1% | +29.5% | +7.6% |
| 3Y | -11.4% | +32.8% | -44.2% | -4.9% |
| All | -11.4% | +32.3% | -43.7% | -4.9% |
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 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