+1,346.2%
MRNA vs LDOS
+153.1%
+1,193.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +5.3% |
| 7D | +21.8% | -5.8% | +27.6% | +23.3% |
| 30D | +19.6% | +11.6% | +8.0% | +16.2% |
| 3M | +354.6% | -1.0% | +355.6% | +356.7% |
| 6M | +394.9% | +5.1% | +389.9% | +390.1% |
| YTD | +812.2% | -24.0% | +836.2% | +855.6% |
| 1Y | +996.2% | -30.3% | +1,026.5% | +1,065.5% |
| 3Y | +287.0% | +37.0% | +250.0% | +266.8% |
| 5Y | +13.6% | +53.4% | -39.8% | +5.1% |
| All | +1,346.2% | +153.1% | +1,193.1% | +741.2% |
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