-2.5%
HAL vs LDOS
+39.7%
-42.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +2.9% | -5.4% | +8.3% | +4.1% |
| 30D | +17.0% | +4.9% | +12.2% | +15.7% |
| 3M | -9.7% | +7.2% | -16.8% | -11.1% |
| 6M | +8.6% | -24.2% | +32.9% | +15.5% |
| YTD | +33.0% | -25.8% | +58.8% | +41.1% |
| 1Y | +68.3% | -24.7% | +93.0% | +78.0% |
| All | -2.5% | +39.7% | -42.2% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling