+605.7%
GRMN vs LDOS
+228.4%
+377.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.6% | -2.0% |
| 7D | -0.1% | -3.5% | +3.4% | +1.1% |
| 30D | +3.5% | +9.5% | -6.0% | +0.3% |
| 3M | -7.3% | -6.3% | -1.0% | -5.8% |
| 6M | +21.8% | +2.8% | +19.0% | +19.2% |
| YTD | +42.8% | -26.6% | +69.4% | +56.1% |
| 1Y | +46.5% | -31.3% | +77.8% | +63.8% |
| 3Y | +158.3% | +30.9% | +127.4% | +120.9% |
| 5Y | +122.6% | +49.4% | +73.2% | +77.1% |
| All | +605.7% | +228.4% | +377.3% | +328.3% |
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