+133.9%
HL vs LDOS
-24.0%
+157.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | +1.5% | -5.4% | +6.9% | +2.1% |
| 30D | +25.1% | +4.9% | +20.2% | +24.2% |
| 3M | +22.9% | +7.2% | +15.7% | +21.7% |
| 6M | -4.9% | -24.2% | +19.3% | +3.8% |
| YTD | +7.8% | -25.8% | +33.6% | +18.0% |
| 1Y | +133.9% | -24.7% | +158.6% | +180.6% |
| All | +133.9% | -24.0% | +157.9% | +180.6% |
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 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