+24.1%
HAL vs LDOS
-32.8%
+57.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | +2.6% | -3.5% | +6.1% | +3.1% |
| 30D | -0.1% | +9.5% | -9.6% | -1.5% |
| 3M | -1.1% | -6.3% | +5.2% | -0.6% |
| 6M | -20.7% | +2.8% | -23.6% | -20.8% |
| YTD | +17.5% | -26.6% | +44.2% | +19.3% |
| 1Y | +24.1% | -31.3% | +55.4% | +29.2% |
| All | +24.1% | -32.8% | +57.0% | +29.2% |
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