+631.8%
GRMN vs LDOS
+274.0%
+357.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -2.9% | -5.4% | +2.5% | -1.1% |
| 30D | -8.4% | +4.9% | -13.3% | -10.1% |
| 3M | +15.0% | +7.2% | +7.8% | +11.5% |
| 6M | +11.2% | -24.2% | +35.5% | +21.4% |
| YTD | +37.7% | -25.8% | +63.5% | +50.5% |
| 1Y | +18.5% | -24.7% | +43.2% | +28.5% |
| 3Y | +175.8% | +39.3% | +136.5% | +131.5% |
| 5Y | +75.1% | +43.3% | +31.8% | +42.5% |
| All | +631.8% | +274.0% | +357.7% | +332.1% |
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