+4,230.7%
WDC vs LDOS
+494.7%
+3,735.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.3% | +5.6% |
| 7D | +1.7% | -5.4% | +7.2% | +4.2% |
| 30D | -10.0% | +4.9% | -14.8% | -12.6% |
| 3M | -18.8% | +7.2% | -25.9% | -23.4% |
| 6M | +79.0% | -24.2% | +103.3% | +97.4% |
| YTD | +171.6% | -25.8% | +197.4% | +198.1% |
| 1Y | +417.4% | -24.7% | +442.1% | +462.2% |
| 3Y | +1,251.8% | +39.3% | +1,212.5% | +927.7% |
| 5Y | +911.7% | +43.3% | +868.4% | +634.0% |
| 10Y | +1,399.6% | +278.6% | +1,121.1% | +554.6% |
| All | +4,230.7% | +494.7% | +3,735.9% | +1,285.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling