+148.1%
TRV vs LDOS
+30.5%
+117.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | +2.0% | -1.6% | +3.7% | +2.3% |
| 30D | +6.7% | +8.2% | -1.5% | +5.4% |
| 3M | +9.4% | -8.2% | +17.5% | +10.5% |
| 6M | +37.7% | +5.8% | +31.9% | +35.8% |
| YTD | +40.6% | -27.0% | +67.6% | +46.4% |
| 1Y | +42.4% | -31.0% | +73.4% | +50.2% |
| 3Y | +148.1% | +29.3% | +118.8% | +124.2% |
| All | +148.1% | +30.5% | +117.7% | +124.2% |
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