+210.7%
DHR vs LDOS
+274.0%
-63.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | -3.9% | -5.4% | +1.5% | -2.3% |
| 30D | +4.0% | +4.9% | -0.9% | +2.3% |
| 3M | +11.5% | +7.2% | +4.3% | +8.5% |
| 6M | +1.9% | -24.2% | +26.1% | +10.1% |
| YTD | -8.9% | -25.8% | +16.9% | -1.6% |
| 1Y | +5.1% | -24.7% | +29.8% | +12.9% |
| 3Y | -10.3% | +39.3% | -49.6% | -22.9% |
| 5Y | -27.8% | +43.3% | -71.1% | -39.4% |
| All | +210.7% | +274.0% | -63.4% | +96.4% |
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