+629.1%
MRNA vs LDOS
+138.1%
+491.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | -10.1% | -4.2% | -5.9% | -9.2% |
| 30D | +126.7% | -7.9% | +134.6% | +132.4% |
| 3M | +184.1% | +4.1% | +180.0% | +183.8% |
| 6M | +143.3% | -28.2% | +171.5% | +159.8% |
| YTD | +359.9% | -28.5% | +388.4% | +390.5% |
| 1Y | +454.2% | -27.7% | +481.9% | +490.6% |
| 3Y | +26.0% | +38.4% | -12.4% | +20.1% |
| 5Y | -70.3% | +38.0% | -108.2% | -71.9% |
| All | +629.1% | +138.1% | +491.0% | +331.8% |
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 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