+189.2%
EQT vs LDOS
+41.1%
+148.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.8% |
| 7D | -0.8% | -7.1% | +6.3% | +1.3% |
| 30D | +6.6% | -6.1% | +12.7% | +8.5% |
| 3M | +4.4% | +5.6% | -1.3% | +2.0% |
| 6M | -10.5% | -26.9% | +16.4% | -1.6% |
| YTD | +3.7% | -27.9% | +31.7% | +13.4% |
| 1Y | +9.9% | -26.8% | +36.7% | +19.3% |
| 3Y | +35.4% | +39.6% | -4.2% | +2.5% |
| 5Y | +189.2% | +39.4% | +149.8% | +128.6% |
| All | +189.2% | +41.1% | +148.1% | +128.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling