-41.2%
TECH vs LDOS
+49.1%
-90.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.8% |
| 7D | +0.2% | -7.2% | +7.4% | +2.0% |
| 30D | +0.3% | +16.8% | -16.5% | -3.9% |
| 3M | +1.3% | -1.6% | +2.9% | +1.4% |
| 6M | +54.0% | -1.0% | +54.9% | +54.0% |
| YTD | +24.3% | -25.8% | +50.1% | +35.9% |
| 1Y | +25.8% | -31.1% | +56.9% | +41.0% |
| 3Y | +26.0% | +32.8% | -6.8% | +15.4% |
| All | -41.2% | +49.1% | -90.3% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling