+39.7%
HAL vs LDOS
+49.1%
-9.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.6% |
| 7D | -12.0% | -7.2% | -4.8% | -9.7% |
| 30D | +0.3% | +16.8% | -16.6% | -5.3% |
| 3M | -1.6% | -1.6% | 0.0% | -1.6% |
| 6M | -20.5% | -1.0% | -19.5% | -20.9% |
| YTD | +14.2% | -25.8% | +40.0% | +25.7% |
| 1Y | +18.9% | -31.1% | +49.9% | +35.2% |
| 3Y | -13.7% | +32.8% | -46.5% | -35.0% |
| All | +39.7% | +49.1% | -9.4% | -2.0% |
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 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