+1,397.6%
MUU vs LDOS
-18.3%
+1,415.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -2.4% | +26.6% | +24.0% |
| 7D | -2.5% | -1.3% | -1.2% | -2.6% |
| 30D | -39.7% | +10.1% | -49.9% | -39.8% |
| 3M | -27.4% | -4.7% | -22.8% | -26.9% |
| 6M | -38.4% | +5.6% | -44.0% | -36.1% |
| YTD | +276.4% | -25.1% | +301.5% | +341.0% |
| 1Y | +390.7% | -31.7% | +422.4% | +526.2% |
| All | +1,397.6% | -18.3% | +1,415.9% | +1,237.8% |
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 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