+266.3%
MUU vs LDOS
-31.2%
+297.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.3% | +11.5% | +7.2% |
| 7D | -42.8% | -7.2% | -35.6% | -45.8% |
| 30D | -63.6% | +16.8% | -80.5% | -58.2% |
| 3M | -48.5% | -1.6% | -46.9% | -47.6% |
| 6M | -36.9% | -1.0% | -36.0% | -24.8% |
| YTD | +176.7% | -25.8% | +202.4% | +191.2% |
| 1Y | +266.3% | -31.1% | +297.3% | +289.8% |
| All | +266.3% | -31.2% | +297.5% | +289.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling