+206.7%
MGY vs LDOS
+182.0%
+24.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +3.4% |
| 7D | -0.9% | -7.1% | +6.2% | +2.0% |
| 30D | +10.1% | -6.1% | +16.2% | +12.7% |
| 3M | -1.5% | +5.6% | -7.1% | -4.6% |
| 6M | -4.9% | -26.9% | +22.0% | +7.0% |
| YTD | +27.7% | -27.9% | +55.6% | +42.9% |
| 1Y | +20.1% | -26.8% | +46.9% | +33.0% |
| 3Y | +24.9% | +39.6% | -14.7% | -2.9% |
| 5Y | +91.6% | +39.4% | +52.2% | +47.3% |
| All | +206.7% | +182.0% | +24.7% | +111.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling