+20.1%
MGY vs LDOS
-26.7%
+46.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +2.5% |
| 7D | -0.9% | -7.1% | +6.2% | -0.5% |
| 30D | +10.1% | -6.1% | +16.2% | +10.5% |
| 3M | -1.5% | +5.6% | -7.1% | -1.1% |
| 6M | -4.9% | -26.9% | +22.0% | -0.1% |
| YTD | +27.7% | -27.9% | +55.6% | +32.1% |
| 1Y | +20.1% | -26.8% | +46.9% | +27.0% |
| All | +20.1% | -26.7% | +46.8% | +27.0% |
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