+361.4%
DRI vs LDOS
+278.0%
+83.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | +0.6% | -5.4% | +6.0% | +2.7% |
| 30D | +3.8% | +4.9% | -1.0% | +1.6% |
| 3M | +13.0% | +7.2% | +5.8% | +8.9% |
| 6M | +8.3% | -24.2% | +32.6% | +19.7% |
| YTD | +20.6% | -25.8% | +46.4% | +32.8% |
| 1Y | +6.5% | -24.7% | +31.2% | +15.8% |
| 3Y | +53.7% | +39.3% | +14.4% | +17.5% |
| 5Y | +72.7% | +43.3% | +29.4% | +25.0% |
| All | +361.4% | +278.0% | +83.4% | +172.5% |
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