+2.9%
HAL vs LDOS
+278.0%
-275.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +2.9% | -5.4% | +8.3% | +6.0% |
| 30D | +17.0% | +4.9% | +12.2% | +13.6% |
| 3M | -9.7% | +7.2% | -16.8% | -14.2% |
| 6M | +8.6% | -24.2% | +32.9% | +24.9% |
| YTD | +33.0% | -25.8% | +58.8% | +52.6% |
| 1Y | +68.3% | -24.7% | +93.0% | +90.8% |
| 3Y | +0.1% | +39.3% | -39.2% | -29.3% |
| 5Y | +102.6% | +43.3% | +59.3% | +37.5% |
| All | +2.9% | +278.0% | -275.2% | -50.0% |
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