+42.5%
HAL vs LDOS
+52.0%
-9.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -11.1% | -3.7% | -7.4% | -10.0% |
| 30D | -2.4% | +16.4% | -18.8% | -7.7% |
| 3M | +0.8% | +7.4% | -6.6% | -2.4% |
| 6M | -22.8% | -0.3% | -22.5% | -23.3% |
| YTD | +14.5% | -24.0% | +38.5% | +25.0% |
| 1Y | +20.2% | -29.6% | +49.7% | +35.7% |
| 3Y | -15.2% | +35.1% | -50.3% | -36.4% |
| 5Y | +42.5% | +52.9% | -10.4% | -1.6% |
| All | +42.5% | +52.0% | -9.4% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling