+21.8%
DHI vs LDOS
+39.7%
-17.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.1% | -2.5% |
| 7D | -2.0% | -7.1% | +5.1% | -0.9% |
| 30D | -8.3% | -6.1% | -2.3% | -7.4% |
| 3M | -3.7% | +5.6% | -9.3% | -4.7% |
| 6M | -5.4% | -26.9% | +21.5% | -0.9% |
| YTD | -3.0% | -27.9% | +24.9% | +1.4% |
| 1Y | -23.8% | -26.8% | +3.0% | -20.5% |
| 3Y | +21.8% | +39.6% | -17.8% | -3.1% |
| All | +21.8% | +39.7% | -17.9% | -3.1% |
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