+49.8%
HAL vs LDOS
+509.1%
-459.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -11.1% | -3.7% | -7.4% | -9.4% |
| 30D | -2.4% | +16.4% | -18.8% | -10.3% |
| 3M | +0.8% | +7.4% | -6.6% | -4.0% |
| 6M | -22.8% | -0.3% | -22.5% | -24.3% |
| YTD | +14.5% | -24.0% | +38.5% | +27.9% |
| 1Y | +20.2% | -29.6% | +49.7% | +40.0% |
| 3Y | -15.2% | +35.1% | -50.3% | -35.4% |
| 5Y | +42.5% | +52.9% | -10.4% | -0.4% |
| 10Y | -16.5% | +262.2% | -278.7% | -62.3% |
| All | +49.8% | +509.1% | -459.3% | -53.4% |
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