+446.0%
PWR vs LDOS
+43.9%
+402.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | +3.6% | -5.4% | +9.0% | +5.2% |
| 30D | -8.6% | +4.9% | -13.5% | -10.0% |
| 3M | -13.2% | +7.2% | -20.3% | -15.2% |
| 6M | +9.9% | -24.2% | +34.1% | +20.3% |
| YTD | +48.0% | -25.8% | +73.8% | +61.8% |
| 1Y | +66.2% | -24.7% | +90.9% | +80.6% |
| 3Y | +195.1% | +39.3% | +155.8% | +139.7% |
| All | +446.0% | +43.9% | +402.1% | +328.8% |
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