+185.2%
EQT vs LDOS
+54.3%
+131.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.9% |
| 7D | -3.8% | +1.9% | -5.7% | -4.3% |
| 30D | -1.3% | +12.8% | -14.0% | -4.6% |
| 3M | -3.5% | -1.0% | -2.5% | -3.6% |
| 6M | -6.5% | +6.2% | -12.7% | -8.8% |
| YTD | -1.8% | -23.2% | +21.4% | +4.8% |
| 1Y | -10.7% | -29.5% | +18.8% | -1.8% |
| 3Y | +38.5% | +37.1% | +1.5% | +8.7% |
| 5Y | +185.2% | +55.6% | +129.6% | +120.0% |
| All | +185.2% | +54.3% | +131.0% | +120.0% |
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