+1,143.8%
MRNA vs LDOS
+144.4%
+999.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.1% | -4.9% | -6.5% |
| 7D | -4.2% | -3.5% | -0.7% | -3.4% |
| 30D | +7.0% | +9.5% | -2.5% | +4.4% |
| 3M | +263.4% | -6.3% | +269.7% | +269.2% |
| 6M | +334.3% | +2.8% | +331.5% | +332.3% |
| YTD | +684.5% | -26.6% | +711.2% | +728.3% |
| 1Y | +766.2% | -31.3% | +797.4% | +825.0% |
| 3Y | +230.3% | +30.9% | +199.3% | +215.9% |
| 5Y | +0.1% | +49.4% | -49.3% | -6.8% |
| All | +1,143.8% | +144.4% | +999.4% | +629.1% |
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