+73.9%
HAL vs LDOS
+494.7%
-420.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +2.9% | -5.4% | +8.3% | +5.9% |
| 30D | +17.0% | +4.9% | +12.2% | +13.7% |
| 3M | -9.7% | +7.2% | -16.8% | -14.1% |
| 6M | +8.6% | -24.2% | +32.9% | +23.8% |
| YTD | +33.0% | -25.8% | +58.8% | +51.4% |
| 1Y | +68.3% | -24.7% | +93.0% | +89.5% |
| 3Y | +0.1% | +39.3% | -39.2% | -24.9% |
| 5Y | +102.6% | +43.3% | +59.3% | +47.7% |
| 10Y | +3.8% | +278.6% | -274.7% | -54.0% |
| All | +73.9% | +494.7% | -420.8% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling