+9.8%
DIA vs LDOS
-32.8%
+42.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.2% |
| 7D | +1.6% | -3.5% | +5.1% | +1.9% |
| 30D | +1.2% | +9.5% | -8.3% | +0.5% |
| 3M | -2.4% | -6.3% | +3.9% | -2.0% |
| 6M | +5.7% | +2.8% | +2.9% | +5.1% |
| YTD | +9.9% | -26.6% | +36.6% | +11.4% |
| 1Y | +9.8% | -31.3% | +41.1% | +13.9% |
| All | +9.8% | -32.8% | +42.7% | +13.9% |
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