-86.5%
HTZ vs LDOS
+39.7%
-126.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +7.5% | -5.4% | +12.9% | +9.4% |
| 30D | +47.4% | +4.9% | +42.5% | +45.3% |
| 3M | -54.9% | +7.2% | -62.1% | -56.1% |
| 6M | -47.0% | -24.2% | -22.8% | -43.4% |
| YTD | -55.3% | -25.8% | -29.4% | -52.3% |
| 1Y | -57.6% | -24.7% | -32.9% | -54.6% |
| All | -86.5% | +39.7% | -126.3% | -87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling