+411.1%
PWR vs LDOS
+48.3%
+362.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | +11.3% | -1.6% | +12.9% | +11.7% |
| 30D | -8.9% | +8.2% | -17.1% | -11.2% |
| 3M | -10.5% | -8.2% | -2.3% | -9.1% |
| 6M | -22.2% | +5.8% | -28.0% | -24.3% |
| YTD | +42.7% | -27.0% | +69.7% | +55.6% |
| 1Y | +41.1% | -31.0% | +72.1% | +57.2% |
| 3Y | +242.7% | +29.3% | +213.5% | +184.3% |
| All | +411.1% | +48.3% | +362.8% | +296.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling