+1,272.2%
MUU vs LDOS
-20.3%
+1,292.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.3% |
| 7D | +24.7% | -1.6% | +26.3% | +24.5% |
| 30D | -35.1% | +8.2% | -43.4% | -35.3% |
| 3M | -44.3% | -8.2% | -36.1% | -43.9% |
| 6M | -44.4% | +5.8% | -50.3% | -43.0% |
| YTD | +244.9% | -27.0% | +271.9% | +303.3% |
| 1Y | +365.6% | -31.0% | +396.6% | +474.7% |
| All | +1,272.2% | -20.3% | +1,292.5% | +1,123.5% |
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