+390.7%
MUU vs LDOS
-31.1%
+421.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -2.4% | +26.6% | +22.1% |
| 7D | -2.5% | -1.3% | -1.2% | -3.3% |
| 30D | -39.7% | +10.1% | -49.9% | -34.2% |
| 3M | -27.4% | -4.7% | -22.8% | -27.8% |
| 6M | -38.4% | +5.6% | -44.0% | -24.6% |
| YTD | +276.4% | -25.1% | +301.5% | +299.3% |
| 1Y | +390.7% | -31.7% | +422.4% | +448.1% |
| All | +390.7% | -31.1% | +421.8% | +448.1% |
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