+1,362.4%
MU vs LDOS
+39.7%
+1,322.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +6.1% |
| 7D | +9.0% | -5.4% | +14.4% | +9.2% |
| 30D | +13.8% | +4.9% | +8.9% | +13.4% |
| 3M | +2.1% | +7.2% | -5.1% | +3.0% |
| 6M | +153.8% | -24.2% | +178.1% | +175.8% |
| YTD | +256.4% | -25.8% | +282.2% | +283.7% |
| 1Y | +719.8% | -24.7% | +744.5% | +774.9% |
| All | +1,362.4% | +39.7% | +1,322.7% | +1,292.7% |
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