+271.9%
MRVL vs LDOS
+43.9%
+228.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.5% | +6.5% | +6.9% |
| 7D | +3.2% | -5.4% | +8.6% | +4.3% |
| 30D | +5.9% | +4.9% | +1.1% | +4.7% |
| 3M | -29.3% | +7.2% | -36.5% | -30.4% |
| 6M | +186.5% | -24.2% | +210.7% | +208.3% |
| YTD | +163.4% | -25.8% | +189.3% | +183.7% |
| 1Y | +249.5% | -24.7% | +274.2% | +273.2% |
| 3Y | +289.4% | +39.3% | +250.1% | +236.1% |
| All | +271.9% | +43.9% | +228.0% | +223.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling