+1,000.7%
MUU vs LDOS
-19.0%
+1,019.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.3% | +11.5% | +9.1% |
| 7D | -42.8% | -7.2% | -35.6% | -43.0% |
| 30D | -63.6% | +16.8% | -80.5% | -63.6% |
| 3M | -48.5% | -1.6% | -46.9% | -48.4% |
| 6M | -36.9% | -1.0% | -36.0% | -33.1% |
| YTD | +176.7% | -25.8% | +202.4% | +224.1% |
| 1Y | +266.3% | -31.1% | +297.3% | +359.2% |
| All | +1,000.7% | -19.0% | +1,019.6% | +883.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling