+40.7%
THC vs LDOS
-27.6%
+68.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +8.9% | +9.6% |
| 7D | +8.8% | -2.8% | +11.7% | +8.9% |
| 30D | +12.6% | +13.6% | -1.0% | +12.7% |
| 3M | +15.4% | +4.2% | +11.1% | +15.6% |
| 6M | +57.7% | -8.2% | +65.9% | +46.9% |
| YTD | +47.1% | -24.1% | +71.2% | +22.2% |
| 1Y | +40.7% | -31.2% | +71.9% | +23.0% |
| All | +40.7% | -27.6% | +68.3% | +23.0% |
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