+49.5%
EQT vs LDOS
+267.6%
-218.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -1.2% | -2.1% | +1.0% | -0.5% |
| 30D | +1.1% | -8.0% | +9.1% | +3.7% |
| 3M | +4.8% | +6.8% | -2.0% | +1.8% |
| 6M | -10.6% | -24.5% | +13.9% | -2.7% |
| YTD | +3.4% | -27.8% | +31.2% | +13.2% |
| 1Y | +8.7% | -27.4% | +36.1% | +18.6% |
| 3Y | +35.0% | +39.9% | -5.0% | +11.0% |
| 5Y | +204.2% | +42.1% | +162.2% | +147.5% |
| All | +49.5% | +267.6% | -218.1% | -20.2% |
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