+345.5%
DRI vs LDOS
+262.7%
+82.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.6% |
| 7D | +3.1% | -5.8% | +8.9% | +5.5% |
| 30D | +16.2% | +11.6% | +4.7% | +11.2% |
| 3M | +8.4% | -1.0% | +9.4% | +8.2% |
| 6M | +19.0% | +5.1% | +13.9% | +15.2% |
| YTD | +28.8% | -24.0% | +52.9% | +40.2% |
| 1Y | +33.1% | -30.3% | +63.4% | +50.4% |
| 3Y | +70.8% | +37.0% | +33.8% | +31.5% |
| 5Y | +74.2% | +53.4% | +20.9% | +20.7% |
| 10Y | +345.5% | +252.0% | +93.6% | +171.4% |
| All | +345.5% | +262.7% | +82.8% | +171.4% |
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