+258.8%
LDOS vs DAR
+272.5%
-13.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.7% |
| 7D | -3.7% | -8.1% | +4.4% | -2.1% |
| 30D | +16.4% | -17.1% | +33.5% | +20.7% |
| 3M | +7.4% | -12.3% | +19.7% | +9.8% |
| 6M | -0.3% | -21.8% | +21.5% | +4.1% |
| YTD | -24.0% | +40.8% | -64.9% | -30.3% |
| 1Y | -29.6% | +57.4% | -86.9% | -37.0% |
| 3Y | +35.1% | +12.1% | +23.0% | +25.2% |
| 5Y | +52.9% | -40.2% | +93.1% | +61.2% |
| All | +258.8% | +272.5% | -13.7% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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