+35.0%
PWR vs LDOS
-32.8%
+67.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.5% |
| 7D | +19.1% | -3.5% | +22.5% | +18.7% |
| 30D | -12.0% | +9.5% | -21.5% | -12.0% |
| 3M | -10.6% | -6.3% | -4.3% | -10.3% |
| 6M | -20.8% | +2.8% | -23.6% | -18.8% |
| YTD | +43.7% | -26.6% | +70.4% | +51.4% |
| 1Y | +35.0% | -31.3% | +66.3% | +50.1% |
| All | +35.0% | -32.8% | +67.8% | +50.1% |
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