+212.9%
WELL vs LDOS
+43.9%
+169.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.1% |
| 7D | -0.8% | -5.4% | +4.6% | +0.1% |
| 30D | -0.1% | +4.9% | -5.0% | -1.1% |
| 3M | +18.0% | +7.2% | +10.8% | +16.1% |
| 6M | +15.0% | -24.2% | +39.2% | +20.8% |
| YTD | +28.6% | -25.8% | +54.4% | +34.7% |
| 1Y | +42.9% | -24.7% | +67.6% | +48.7% |
| 3Y | +203.0% | +39.3% | +163.7% | +152.9% |
| All | +212.9% | +43.9% | +169.0% | +144.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling