+285.3%
WAB vs LDOS
+262.7%
+22.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.3% | +2.8% | +4.2% |
| 7D | +4.0% | -5.8% | +9.8% | +6.2% |
| 30D | +4.5% | +11.6% | -7.1% | -0.3% |
| 3M | +2.3% | -1.0% | +3.3% | +1.9% |
| 6M | +12.5% | +5.1% | +7.4% | +8.5% |
| YTD | +40.2% | -24.0% | +64.2% | +52.4% |
| 1Y | +45.2% | -30.3% | +75.5% | +64.0% |
| 3Y | +171.8% | +37.0% | +134.9% | +114.8% |
| 5Y | +217.6% | +53.4% | +164.2% | +131.8% |
| 10Y | +285.3% | +252.0% | +33.4% | +94.6% |
| All | +285.3% | +262.7% | +22.6% | +94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling