+123.8%
WBD vs LDOS
+95.5%
+28.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.8% |
| 7D | +1.0% | +3.4% | -2.4% | 0.0% |
| 30D | +26.7% | -0.6% | +27.3% | +26.9% |
| 3M | +91.1% | +12.6% | +78.5% | +85.7% |
| 6M | +164.8% | +27.9% | +136.9% | +150.2% |
| YTD | +114.5% | +37.8% | +76.7% | +96.4% |
| 1Y | +141.9% | +3.3% | +138.6% | +114.3% |
| All | +123.8% | +95.5% | +28.3% | +76.4% |
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 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