+14.0%
WMB vs LDOS
-31.2%
+45.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.3% |
| 7D | -13.8% | -7.2% | -6.6% | -14.0% |
| 30D | -10.3% | +16.8% | -27.2% | -10.3% |
| 3M | -10.1% | -1.6% | -8.5% | -10.0% |
| 6M | -11.8% | -1.0% | -10.9% | -11.5% |
| YTD | +8.9% | -25.8% | +34.7% | +6.3% |
| 1Y | +14.0% | -31.1% | +45.1% | +15.8% |
| All | +14.0% | -31.2% | +45.2% | +15.8% |
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