+250.5%
LDOS vs DAR
+268.8%
-18.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.1% |
| 7D | -7.2% | -9.9% | +2.7% | -5.2% |
| 30D | +16.8% | -16.4% | +33.2% | +21.0% |
| 3M | -1.6% | -17.1% | +15.5% | +1.8% |
| 6M | -1.0% | -20.5% | +19.5% | +3.1% |
| YTD | -25.8% | +39.4% | -65.2% | -31.8% |
| 1Y | -31.1% | +57.2% | -88.3% | -38.4% |
| 3Y | +32.8% | +13.9% | +18.9% | +22.5% |
| 5Y | +49.4% | -40.8% | +90.2% | +57.8% |
| All | +250.5% | +268.8% | -18.3% | +93.0% |
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