+3.1%
DHI vs LDOS
-29.3%
+32.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.0% |
| 7D | +3.1% | +1.9% | +1.2% | +2.8% |
| 30D | +11.0% | +12.8% | -1.8% | +9.4% |
| 3M | +2.1% | -1.0% | +3.1% | +2.1% |
| 6M | +1.7% | +6.2% | -4.5% | +0.6% |
| YTD | +4.9% | -23.2% | +28.1% | +5.1% |
| All | +3.1% | -29.3% | +32.4% | +12.5% |
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