+1.5%
SWKS vs LDOS
+35.2%
-33.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.0% |
| 7D | -4.9% | -2.8% | -2.1% | -4.6% |
| 30D | -1.2% | +13.6% | -14.8% | -3.5% |
| 3M | +24.2% | +4.2% | +19.9% | +22.8% |
| 6M | +21.5% | -8.2% | +29.7% | +23.6% |
| YTD | +33.5% | -24.1% | +57.6% | +40.8% |
| 1Y | +18.9% | -31.2% | +50.1% | +29.6% |
| All | +1.5% | +35.2% | -33.7% | -16.5% |
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