+54.0%
SWK vs LDOS
+35.2%
+18.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.7% | +12.4% | +13.0% |
| 7D | +17.9% | -2.8% | +20.7% | +18.5% |
| 30D | +31.9% | +13.6% | +18.4% | +28.9% |
| 3M | +16.6% | +4.2% | +12.3% | +15.4% |
| 6M | +61.1% | -8.2% | +69.3% | +63.6% |
| YTD | +64.2% | -24.1% | +88.3% | +73.8% |
| 1Y | +85.2% | -31.2% | +116.4% | +101.2% |
| All | +54.0% | +35.2% | +18.7% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling