+8.7%
TROW vs LDOS
-32.8%
+41.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.2% | -1.9% |
| 7D | -0.5% | -3.5% | +3.0% | 0.0% |
| 30D | +6.7% | +9.5% | -2.8% | +5.3% |
| 3M | -1.7% | -6.3% | +4.6% | -1.0% |
| 6M | +7.8% | +2.8% | +5.0% | +7.0% |
| YTD | +9.9% | -26.6% | +36.6% | +16.2% |
| 1Y | +8.7% | -31.3% | +40.0% | +17.1% |
| All | +8.7% | -32.8% | +41.6% | +17.1% |
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