+28.5%
IWD vs LDOS
-31.3%
+59.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.9% | -3.7% | +2.8% | -0.7% |
| 30D | +2.6% | +16.4% | -13.7% | +1.5% |
| 3M | +1.2% | +7.4% | -6.2% | +0.7% |
| 6M | +12.1% | -0.3% | +12.4% | +12.2% |
| YTD | +24.1% | -24.0% | +48.2% | +25.6% |
| 1Y | +28.5% | -29.6% | +58.1% | +33.0% |
| All | +28.5% | -31.3% | +59.8% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling