-0.4%
UL vs LDOS
-31.2%
+30.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.3% |
| 7D | +1.1% | -7.2% | +8.3% | +1.7% |
| 30D | +8.2% | +16.8% | -8.6% | +7.5% |
| 3M | +4.5% | -1.6% | +6.1% | +4.6% |
| 6M | +12.6% | -1.0% | +13.5% | +11.0% |
| YTD | +3.5% | -25.8% | +29.3% | -0.6% |
| 1Y | -0.4% | -31.1% | +30.7% | -3.3% |
| All | -0.4% | -31.2% | +30.8% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling