+252.7%
MRNA vs LDOS
+32.3%
+220.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.3% | +7.6% | +6.0% |
| 7D | +14.6% | -7.2% | +21.8% | +17.2% |
| 30D | +29.4% | +16.8% | +12.5% | +21.6% |
| 3M | +371.9% | -1.6% | +373.5% | +378.9% |
| 6M | +421.0% | -1.0% | +422.0% | +425.6% |
| YTD | +762.0% | -25.8% | +787.7% | +827.7% |
| 1Y | +944.8% | -31.1% | +975.8% | +1,041.8% |
| 3Y | +252.7% | +32.8% | +219.9% | +245.3% |
| All | +252.7% | +32.3% | +220.4% | +245.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling