+25.0%
MGY vs LDOS
+49.1%
-24.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.3% |
| 7D | -10.7% | -7.2% | -3.5% | -8.7% |
| 30D | -2.7% | +16.8% | -19.6% | -7.6% |
| 3M | -3.7% | -1.6% | -2.1% | -3.6% |
| 6M | -16.3% | -1.0% | -15.3% | -16.6% |
| YTD | +10.2% | -25.8% | +36.0% | +20.7% |
| 1Y | +13.5% | -31.1% | +44.6% | +28.3% |
| 3Y | +14.6% | +32.8% | -18.2% | -13.5% |
| All | +25.0% | +49.1% | -24.1% | -15.0% |
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 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