+49.3%
MOH vs LDOS
-27.6%
+76.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.7% | +8.2% | +8.9% |
| 7D | +14.3% | -2.8% | +17.1% | +14.4% |
| 30D | +16.7% | +13.6% | +3.1% | +16.3% |
| 3M | +18.3% | +4.2% | +14.1% | +18.5% |
| 6M | +15.8% | -8.2% | +24.0% | +19.8% |
| YTD | +30.5% | -24.1% | +54.6% | +33.1% |
| 1Y | +49.3% | -31.2% | +80.5% | +65.8% |
| All | +49.3% | -27.6% | +76.9% | +65.8% |
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 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