-13.5%
HAL vs LDOS
+35.4%
-48.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -11.1% | -3.7% | -7.4% | -10.5% |
| 30D | -2.4% | +16.4% | -18.8% | -5.4% |
| 3M | +0.8% | +7.4% | -6.6% | -1.0% |
| 6M | -22.8% | -0.3% | -22.5% | -22.9% |
| YTD | +14.5% | -24.0% | +38.5% | +20.3% |
| 1Y | +20.2% | -29.6% | +49.7% | +28.7% |
| All | -13.5% | +35.4% | -48.9% | -23.9% |
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