+149.4%
HL vs LDOS
+49.1%
+100.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.4% |
| 7D | +8.9% | -7.2% | +16.1% | +10.4% |
| 30D | -10.1% | +16.8% | -26.9% | -12.8% |
| 3M | -7.0% | -1.6% | -5.5% | -7.1% |
| 6M | -18.8% | -1.0% | -17.8% | -19.1% |
| YTD | -23.1% | -25.8% | +2.6% | -18.3% |
| 1Y | +8.9% | -31.1% | +40.0% | +17.7% |
| 3Y | +255.0% | +32.8% | +222.2% | +207.4% |
| All | +149.4% | +49.1% | +100.2% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling