+22.2%
DHR vs LDOS
+33.8%
-11.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.2% |
| 7D | +0.2% | -1.3% | +1.5% | +0.4% |
| 30D | +6.4% | +10.1% | -3.7% | +4.0% |
| 3M | +13.6% | -4.7% | +18.3% | +14.5% |
| 6M | +41.9% | +5.6% | +36.3% | +38.9% |
| YTD | +3.4% | -25.1% | +28.5% | +9.4% |
| 1Y | +9.9% | -31.7% | +41.5% | +19.1% |
| All | +22.2% | +33.8% | -11.6% | +12.6% |
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