+1,270.9%
MRVL vs LDOS
+235.3%
+1,035.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -2.4% | +11.8% | +10.1% |
| 7D | +5.6% | -1.3% | +7.0% | +6.0% |
| 30D | -36.5% | +10.1% | -46.6% | -38.8% |
| 3M | -20.5% | -4.7% | -15.8% | -20.1% |
| 6M | -1.1% | +5.6% | -6.7% | -4.9% |
| YTD | +99.0% | -25.1% | +124.1% | +115.2% |
| 1Y | +89.3% | -31.7% | +121.0% | +112.3% |
| 3Y | +211.6% | +33.7% | +177.9% | +156.3% |
| 5Y | +134.1% | +54.4% | +79.7% | +77.0% |
| All | +1,270.9% | +235.3% | +1,035.6% | +591.8% |
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