+121.5%
HBAN vs LDOS
+262.7%
-141.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +1.9% |
| 7D | -0.6% | -5.8% | +5.3% | +1.9% |
| 30D | +3.9% | +11.6% | -7.7% | -1.1% |
| 3M | -8.4% | -1.0% | -7.4% | -8.6% |
| 6M | +0.6% | +5.1% | -4.4% | -3.1% |
| YTD | -5.5% | -24.0% | +18.5% | +4.2% |
| 1Y | +5.4% | -30.3% | +35.6% | +21.2% |
| 3Y | +76.7% | +37.0% | +39.8% | +37.5% |
| 5Y | +25.1% | +53.4% | -28.2% | -10.7% |
| 10Y | +121.5% | +252.0% | -130.4% | +14.4% |
| All | +121.5% | +262.7% | -141.1% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling