+55.6%
LDOS vs EQH
+83.6%
-28.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.9% | +0.5% | +1.3% | +1.7% |
| 30D | +12.8% | +4.9% | +7.9% | +11.4% |
| 3M | -1.0% | +5.4% | -6.4% | -2.5% |
| 6M | +6.2% | +32.1% | -25.9% | -1.2% |
| YTD | -23.2% | +19.0% | -42.2% | -27.0% |
| 1Y | -29.5% | +27.8% | -57.3% | -34.2% |
| 3Y | +37.1% | +124.8% | -87.7% | +9.0% |
| 5Y | +55.6% | +82.7% | -27.1% | +24.0% |
| All | +55.6% | +83.6% | -28.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling