+1,248.5%
MRNA vs LDOS
+155.9%
+1,092.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.1% | -7.8% | -7.0% |
| 7D | +9.8% | +1.9% | +7.9% | +9.3% |
| 30D | +11.5% | +12.8% | -1.3% | +8.0% |
| 3M | +319.4% | -1.0% | +320.4% | +321.1% |
| 6M | +361.5% | +6.2% | +355.3% | +355.8% |
| YTD | +750.6% | -23.2% | +773.8% | +788.8% |
| 1Y | +913.0% | -29.5% | +942.5% | +974.2% |
| 3Y | +258.1% | +37.1% | +221.0% | +239.0% |
| 5Y | +9.6% | +55.6% | -46.1% | +1.1% |
| All | +1,248.5% | +155.9% | +1,092.7% | +682.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling