+657.6%
GWW vs LDOS
+241.3%
+416.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.7% |
| 7D | 0.0% | -1.3% | +1.3% | +0.4% |
| 30D | +14.0% | +10.1% | +3.8% | +10.1% |
| 3M | +14.4% | -4.7% | +19.0% | +15.7% |
| 6M | +21.7% | +5.6% | +16.1% | +17.9% |
| YTD | +48.4% | -25.1% | +73.5% | +60.8% |
| 1Y | +58.4% | -31.7% | +90.1% | +77.7% |
| 3Y | +92.3% | +33.7% | +58.6% | +59.2% |
| 5Y | +221.8% | +54.4% | +167.4% | +146.2% |
| 10Y | +657.6% | +236.4% | +421.1% | +361.7% |
| All | +657.6% | +241.3% | +416.3% | +361.7% |
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