+34.7%
SWK vs LDOS
-24.0%
+58.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -0.4% | -5.4% | +5.0% | +0.4% |
| 30D | -5.7% | +4.9% | -10.6% | -6.5% |
| 3M | +24.1% | +7.2% | +16.9% | +23.0% |
| 6M | +24.7% | -24.2% | +49.0% | +33.1% |
| YTD | +33.9% | -25.8% | +59.7% | +41.9% |
| 1Y | +34.7% | -24.7% | +59.4% | +39.4% |
| All | +34.7% | -24.0% | +58.7% | +39.4% |
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 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