-29.1%
HDB vs LDOS
-31.1%
+2.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.1% |
| 7D | +6.9% | -1.3% | +8.3% | +6.9% |
| 30D | +15.2% | +10.1% | +5.1% | +15.2% |
| 3M | +11.7% | -4.7% | +16.4% | +11.5% |
| 6M | +7.5% | +5.6% | +1.9% | +7.4% |
| YTD | -28.8% | -25.1% | -3.7% | -28.6% |
| 1Y | -29.1% | -31.7% | +2.6% | -28.0% |
| All | -29.1% | -31.1% | +2.0% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling