+57.8%
DOV vs LDOS
+35.4%
+22.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.8% |
| 7D | -3.7% | -3.7% | 0.0% | -3.1% |
| 30D | +5.6% | +16.4% | -10.8% | +2.8% |
| 3M | -3.5% | +7.4% | -10.9% | -4.9% |
| 6M | -8.9% | -0.3% | -8.6% | -8.5% |
| YTD | +4.5% | -24.0% | +28.5% | +10.8% |
| 1Y | +13.9% | -29.6% | +43.5% | +23.5% |
| All | +57.8% | +35.4% | +22.4% | +39.4% |
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 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