+414.3%
DHI vs LDOS
+258.9%
+155.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | -2.3% | -4.2% | +1.9% | -0.7% |
| 30D | -5.3% | -7.9% | +2.6% | -2.3% |
| 3M | -7.8% | +4.1% | -11.9% | -9.9% |
| 6M | -5.4% | -28.2% | +22.8% | +6.7% |
| YTD | -2.7% | -28.5% | +25.9% | +8.8% |
| 1Y | -21.0% | -27.7% | +6.7% | -12.2% |
| 3Y | +22.2% | +38.4% | -16.2% | -4.2% |
| 5Y | +62.2% | +38.0% | +24.2% | +23.8% |
| 10Y | +414.3% | +262.1% | +152.2% | +180.0% |
| All | +414.3% | +258.9% | +155.3% | +180.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling