+99.7%
HBAN vs LDOS
+228.4%
-128.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.1% |
| 7D | +0.8% | -3.5% | +4.2% | +2.3% |
| 30D | +3.2% | +9.5% | -6.3% | -1.0% |
| 3M | -11.1% | -6.3% | -4.8% | -9.2% |
| 6M | +1.2% | +2.8% | -1.6% | -1.8% |
| YTD | -6.7% | -26.6% | +20.0% | +4.5% |
| 1Y | +2.4% | -31.3% | +33.7% | +18.3% |
| 3Y | +73.3% | +30.9% | +42.3% | +37.7% |
| 5Y | +20.7% | +49.4% | -28.6% | -12.8% |
| All | +99.7% | +228.4% | -128.7% | +8.6% |
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 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